Equity Allocation Model Sample

 

Our 100% mechanical model incorporates time-tested sentiment, breadth, seasonal, price and volatility signals to generate a single comprehensive indicator for the stock market. Readings over 50% reflect a bullish environment. Note that drawdowns have been kept under 10% throughout almost all of the last twenty-five years, only exceeding that level on two occasions by a small amount. Click on the charts below to see historical allocation levels (top chart) and historical drawdown figures (bottom chart). Subscribers receive same-day alerts to any changes in the model’s allocation

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Recent changes (NOT up-to-date – only subscribers can access up-to-date changes)
+10% (70% to 80%) on April 29th 2015
-10% (80% to 70%) on April 27th 2015
-10% (90% to 80%) on April 24th 2015
+20% (70% to 90%) on February 27th 2015
+10% (60% to 70%) on January 28th 2015
-10% (70% to 60%) on January 23rd 2015
-10% (80% to 70%) on January 14th 2015
-10% (90% to 80%) on January 12th 2015
-10% (100% to 90%) on January 5th 2015
+10% (90% to 100%) on November 14th 2014
+10% (80% to 90%) on November 13th 2014
+10% (70% to 80%) on November 7th 2014
-10% (80% to 70%) on October 29th 2014
-10% (90% to 80%) on October 24th 2014
-10% (100% to 90%) on October 23rd 2014
+10% (90% to 100%) on June 4th 2014
-10% (100% to 90%) on May 9th 2014
+10% (90% to 100%) on Mar 4th 2014
+10% (80% to 90%) on Feb 28th 2014
+10% (70% to 80%) on Feb 3rd 2014
+10% (60% to 70%) on Jan 24th 2014
-10% (70% to 60%) on Jan 10th 2014