Im having a look at your interesting services and I have a few questions concerning your strategies
1) I really dont get the logic behind “monthly rebalance”.
I think it should be better to rebalance “when needed”, eg. according to momentum, etc (weekly RSI, weekly MACD crossover, ..)
2) Many of your strategies are diverging from backtest historic performance since live. Overfitting?
3) Any advice on tax impact on BRS for a swiss investor (I see that Mr Grossman lives next door to me)
4) Any chance to have the Excel portfolio builder compatible with LibreOffice?