BrianD Legend  Posts: 302 Joined: 2/23/2013 Location: Grand Rapids, MI  User Profile | My objective was to see how 5 different configured accounts (RTM vs Trend strategies, Dynamic vs Static lists, Port Wizard & Balanced versus Omni Portfolios versus Community, etc.) ran over a CY quarter. Additionally, I wanted to let OV just run for a quarter. I’ve learned to trust OV, so I selected strategies, and just let OV/TP rip. I did make some mid-course corrections, but if anything those changes impacted performance (e.g Portfolio Balancer account's positions going ‘unmanaged’ when changed, etc.). My “controlled environment" would make any statistician cringe, but... I have 5 Accounts, all run on TP in cloud. Account Settings are same for each (unless noted). Attached are settings. This also includes dividends, accounts for commissions, slippage, etc. Account #1: Cash • Portfolio Wizard and Portfolio Balancer managed • >90% RTM, all dynamic lists • 150% leveraged • 16.24% cumulative return Account #2 Cash • Portfolio Wizard and Portfolio Balancer conditioned • >90% RTM. Mixed dynamic and static lists • 150% leveraged • 12.44% cumulative return Account #3 Cash • Mixed RTM and Right Edge strategies (for the most part Trending) • Mixed dynamic and static lists • 150% leveraged • 5.26% cumulative return • Note this was a bit of a 'playground' Account in Q1, and I believe the results tell a tale. Personal experience over the last 24 months or so, fiddling with the 'knobs' generally reduces performance versus letting OV manage. Account #4 Cash • All Omni Portfolios • Mixed ARM and sector portfolios • 150% leveraged • About 12%. Just now locked up my COR account trying to retrieve results. Will update tomorrow. Account #5 IRA • RTM and Right Edge strategies • 2.48% cumulative return • IB account, using 1 day Settlement Wait. Closing thought: Based on Q1 market dynamics and volatility, RTMs rock, Trending took hits; Wizard and Balanced portfolios knocked it out of the ballpark. Overall though, all accounts/mixes beat S&P and Dow Industrials' Q1 performance.  Attached file : Settings.jpg (66KB - 351 downloads) |
