This is the performance tracking page for the model portfolio trading the ETF rotation strategy detailed in the out-of-print book Truth About ETF Rotation – Fund Your Retirement by Investing in Top ETFs in One Hour Per Week (Beat The Crash)
Live Annual Performance
Standing Aside from Leveraged Rotation:
Live Trading Monthly Performance
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
Monthly Standard Deviation = 3.3%
Hypothetical Historical Performance
(Click to enlarge table.)
Important Notes
1. Past performance is no guarantee of future results.
2. Hypothetical back-tested historical simulations can differ significantly from live trading. See full disclaimer below.
3. Q2 of 2012 used another set of rotation rules for the model portfolio. They were replaced for being too volatile without delivering gains.
4. Backtesting of the ETF Rotation portfolio and Baseline portfolio used end-of-day prices for mutual funds and assumed it could enter a trade on the same day the price was evaluated.
5. An inflow on June 17, 2013 roughly doubled the size of the model portfolio. NAV pricing was used to calculate gains for that month and year.
6. The main difference in backtested results between the 1st Edition and the 2nd Edition of Truth About ETF Rotation book is the use of dividend adjusted data in the 1st edition. The 2nd edition did its own dividend adjustments using price and dividend history.