Dow 30 Portfolio in latest QT?

[R D HATHCOCK]

I see the Dow 30 and its hedge are now in QT. I personally like this because the Dow 30 has five sectors of >10%, where QQQ has only two )and one is >50% tech sector). I had already built and followed a DJIA plus hedge before this.

Do you have any plans to add this to the existing strategy portfolio??

[Alex @ Logical Invest]

Good morning R D, well, that and some other requested features are kind of our Christmas gift for the community. The Dow30 strategy is already in the app and also incorporated into portfolios, where applicable.

[Supal Patel]

Hello Mr Horn, I have a followup question. Currently I dont see Top 4 Dow strategy not used in any Core portfolios. Is that by design? At what time/frequency the strategies and their allocations for core portfolio gets revisited?

-supal

[Alex @ Logical Invest]

Hello Supal, the Top Dow strategy is allocated in the following portfolios:

https://logical-invest.com/app/strategy.php?symbol=Moderate
https://logical-invest.com/app/strategy.php?symbol=DD15
https://logical-invest.com/app/strategy.php?symbol=Vol10
https://logical-invest.com/app/strategy.php?symbol=Vol7

Whether a strategy gets included into one of our default portfolios only depends on the optimization algorithm, that is which strategies best allow the optimizer to obtain the best result fulfilling the constraints.

For example, the configuration of the “Max CAGR with volatility less than 10%” is just that: Which combination of strategies show the best historical return (CAGR) while having a historical volatility of less than 10% – in the observed period, which by default is Jan 2007 to present. You can see the full definition always in the “Methodology & Assets” description of the portfolios.

We will update the portfolios twice a year with the updated data history – or when significant changes in our strategy offering occur, like in this case.

Hope this answers your questions.

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