In an effort to make the site more user friendly and the strategies more easily presentable, I have added a new link to the right hand side. It is the August 1st update of the ‘basic portfolio’ I featured in July. Basically, here is what I’m trying to accomplish: combine the momentum strategies (3-6-12 month returns) and 200 day moving averages into one spreadsheet. Thus, you can look at the spreadsheet and determine the momentum and moving average of each ETF (along with some other stats). The new link is here and is also listed under the ETF & Timing Portfolios section on the right hand side.
Let me know how it looks and if you have any suggestion – I’d like to present the material this way for multiple portfolios and for some of the strictly momentum based strategies (US sector, global sectors, countries).
Feedback welcome!!!
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I really appreciate your ideas. I look forward to reading your blog. I have incorporated many of your suggestions into my investment strategies. I would like you to view the spread sheet for one of my strategies relating to style selection: http://spreadsheets.google.com/ccc?key=t2oDJZxnW-PYa5sPzfYC_aw
Thanks,
Ernest H Harris
Thanks for sharing – that sheet looks great. I will be adding more spreadsheets tonight on the right hand side and removing some of the older links.
Great site! I've got a question for you regarding Moving Average data and fund distributions.
At year end, mutual funds declare fund capital gains/ dividend distributions which causes the fund price to decline. As far as I'm aware, technicals such as moving average doesn't know about these distribution dates and amounts, and if one is using these technicals for buy/sell, it could give false sell signals.
ETFs don't have as large distributions, but the same problem could still apply. Do you know of any sites out there that will adjust the moving averages to the fund distribution?
As an example, if you look at 1 year chart of HSGFX, you'll see there was a large drop in price in NOV 08. This was due to fund distribution.
Thanks,
Art
Sites like Yahoo Finance will adjust data for dividends/splits. If you go to historical data for a symbol on Yahoo you will see that there is a column for the 'adjusted' close. In addition, the data from FINVIZ.com, a site I use frequently, also adjusts data for dividends/splits (according to their customer service rep).
The see the 'adjusted' close data now. This is exactly what I'm looking for. Many Thanks!
Art