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Steve Mayo

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Joined: 10/11/2012
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Subject : RE: Portfolio Switching
Posted : 3/20/2014 12:49 PM
Post #29552 - In reply to #29550

Most of our collective knowledge comes from making one-off trade decisions. OV is making those too, but against the dynamic of a fluctuating available equity. That adds a new dimension that could change many "rules" we've all come to believe.

So, I also THINK that transitioning from one port to the next is probably best, but as a scientist I recognize that I really don't know until I can properly test it. Ed said he would be giving us the ability to export the "discarded" trades, so maybe at that point we can answer that question.

[Edited by Steve Mayo on 3/20/2014 12:54 PM]

Deleting message 29552 : RE: Portfolio Switching


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