Mark Holstius![]() Elite ![]() ![]() ![]() ![]() Posts: 744 Joined: 10/11/2012 Location: Sleepy Hollow, IL ![]() | First, Geoff - I looked up Byron Bay and it looks like a gorgeous part of the world. I'm jealous... Second, everything I've posted concerning Portfolio Wizard was done using the same tools available now to everyone. Steve & I exported / downloaded some data to excel to facilitate our studies, but all the Custom Strategies were built using Strategy Lab, and the balancing and allocation adjustments I referred to are just "eyeball" allocation settings for various Portfolios saved from PW. It's not my (or Steve's) intention to "frustrate" people by posting great curves without giving all the details of how they were constructed. We've had the opportunity to work with the development (pre-beta) versions of PW and have invested many (hundreds?) of hours to get to this point. I'm sure that as more people "find their way", even better results will come out - and Elite Trader will be a means to share the fruit of all that labor. Ed is also on the verge of making some great "canned" Portfolios available too via enhancements to the Omnivest site, so the future is definitely looking interesting. BTW - just an opinion, but you might have better luck finding robust combinations by testing with a longer time frame in the past - that's what Steve & I found using 2007 thru 2013 in order to cover a variety of market states. Best of luck in your testing and trading! Mark |