Changes to the Indexing Portfolios

Last week I fixed a dividends issue for the Trend portfolios and this week I fixed the same issue for the enhanced indexing portfolios (recent dividends were not added to the portfolios), I also simplified them because I found them to be a bit of a pain to rebalance every month so I reduced the number of positions from 11 to 8 while maintaining a similar level of performance and drawdown. We’ll see how it plays out in the future.



This entry was posted in news. Bookmark the permalink.