[Aati]

Hi Vans,

Thanks for the explanation and clearing my confusion. Also realized that when I was running QT light using end of period close I got assets which matched the consolidated signals, and when I used QT light with close of day and intra day prices I got different ETFs.

So, if I am not able to re balance on the 1st of the month, I should run QT light with the End of Day option and invest in the newly determined calculations, instead of the strategy signals sent via email and listed on the site, correct?

[Aati]

Hi Vans,

Still not clear on this, the monthly Strategy Signals for Nasdaq100 says to invest in DLTR, MU, ROST, STX but for the same strategy in QT light says AMZN, CSCO, NFLX, STX ??

[Aati]

Hi Vans,

Thanks for the reply. I was under the impression that only the MYRS strategy rebalanced on the 1st and the 15th. Is the Nasdaq 100 Hedged strategy also going to rebalance on the 1st and 15th?

[Aati]

Hi Alex,

Thanks for your reply and the links.

Found out that Merrill Edge allows UGL but blocks DGP and UGLD.

Couple of questions:
So in my strategies it’s okay to use UGL wherever UGLD is used?
The expense ratio of UGL at 3.55% is high compared to DGP at .75% and UGLD 1.35%. is that any cause for concern?

Thanks,
Aati

[Aati]

Thanks Alex. If that’s the case then I will stick with the online tools, much easier to use, and to start with I’ll stick with the available Portfolio Options.

[Aati]

Vangelis,

Thanks for clearing my confusion about the exit date. I have been reading up on various strategies and articles from the Academy. Did learn quite a bit from Morpeus, but I am leaning towards MaxDD<15%.

My question with regards to the Allocations is primarily, should I use the online tools from the Members Area or the downloadable Excel files?

Alex has been helping me answer questions via email.

Cheers!

[Aati]

Hi Alex,

If I want to get the allocations for the Portfolio, MaxDD below 15%. Do I do get it online using the Consolidated Tool or do it by using the Excel sheet. I did it both ways and got a variance the Online tool says to purchase 10 shares of MDY (4.6%) , whereas the Excel sheet says to purchase 11 shares (5%).

Also on the LI website, under the Members area, when i click on Strategy Signals, I land on a page with all the strategies and their allocations, and it has two columns which show Entry and Exit dates. The Exit date says 10/5/2017, which is today’s date, I am not understanding this. Is this the date you Exit out of the strategy?

Thanks,

[Aati]

Yes Alex, thanks and I just subscribed to All Strategies.

[Aati]

Newbie here. Currently I use Gary Antonacci’s Dual Momentum in my SEP account and it has been doing pretty well. Prior to that I was just Buy and Hold. But recently I have been reading up on a lot of different ETF rotation strategies for Equities, Bonds, REITS and Dividend Investing. I landed on your website via Seeking Alpha and since then I have been researching your websites and now very interested in testing the waters. I would like to hear from other subscribers about their experience with using LI Strategies and from LI Moderators if they have any recommendations on how to start with the strategies (I know that’s a loaded question), what I am asking is should I test 1 strategy or get a bundle. I have played around with the the Portfolio Builder and like MaxDD under 15%. But I am not sure how your subscription service works or what’s the optimal method to apply these strategies, is it best to subscribe to all strategies and then each month move into the strategies that are projected to do the best? I am looking to invest for 10+ years and seeking max performance with the least negative aspects such as volatility and draw downs etc. Looking forward to hear from all. Thank you.

[Author]

Posts