Truth about ETF Rotation compares backtested strategies for managing a portfolio of funds which represent the US and International stock and bond markets. Exchange Traded Funds (ETFs) are the focus of the book however mutual funds are also examined because of their longer track record.
The two main types of strategies compared by Truth About ETF Rotation are
1. Buy and hold of a diversified portfolio and
2. Rotation among leading ETFs
ETF Rotation can benefit long-term and intermediate-
The next step after backtesting in developing a trading or investment strategy is forward-testing, either in a simulated environment or through live trading in a model portfolio. To facilitate greater learning among investors, BackTesting Report offers two types of assistance for further developing a strategy. One is free access to a forward-testing spreadsheet which can be used to assess ETFs for investment using current price data. This spreadsheet is available from the book’s companion website. See the link below in the references section.
Another educational resourse is divergence-alerts.com where members can follow along with Jackie Ann Patterson as she ranks ETFs and invests in a live model portfolio. The Bronze level of divergence-alerts.com membership focuses on ETF Rotation. Levels Silver, Gold, and Platinum add educational content about price and indicator divergences, specifically MACD Divergence.
Truth About ETF Rotation was first released on in November of 2012. Since then it has been downloaded by thousands of readers, and appeared in the Amazon Top 100 books on Investing Basics.
Also available from Amazon are videos by Jackie Ann Patterson presenting the material covered in the book. The video series spans two DVDs:
Beat The Crash - Diversified Portfolio Baseline, Vol 1 Disc 1
Beat The Crash - Truth About ETF Rotation, Vol 1 Disc 2
The follow-on book in the series, Truth About MACD – What Worked, What Didn’t Work, and How to Avoid Mistakes Even Experts Make, was published in June of 2014.
Click this link to order a free copy of Truth About ETF Rotation: http://www.amazon.com/
For background information on the book as well as an ETF Rotation forward-testing spreadsheet, see: http://truthaboutetfrotation.com/
To follow the model portfolio invested in this ETF rotation strategy, join: http://divergence-
About Own Mountain Trading Company dba BackTesting Report: http://home.backtestingreport.com In-depth research reports, multimedia, and software to help individuals and institutions focus on developing winning strategies for various markets including US stocks and Exchange Traded Funds (ETFs).
Jackie Ann Patterson tests investment strategies to better understand what to expect when trading the markets. Her publications include Truth About ETF Rotation, Truth About MACD, BackTesting Report, and several research articles for Fidelity Investments. Ms. Patterson’s successful high-tech career spans more than 20 years in a variety of engineering, marketing, and management roles. She has more than 15 years of experience in the stock market and has won awards in trading competitions. Ms. Patterson enjoys applying her skills and expertise to help people understand trading strategies.
Disclaimer: HYPOTHETICAL OR SIMULATED PERFORMANCE RESULTS HAVE CERTAIN LIMITATIONS. UNLIKE AN ACTUAL PERFORMANCE RECORD, SIMULATED RESULTS DO NOT REPRESENT ACTUAL TRADING. ALSO, SINCE THE TRADES HAVE NOT BEEN EXECUTED, THE RESULTS MAY HAVE UNDER-OR-OVER COMPENSATED FOR THE IMPACT, IF ANY, OF CERTAIN MARKET FACTORS, SUCH AS LACK OF LIQUIDITY. SIMULATED TRADING PROGRAMS IN GENERAL ARE ALSO SUBJECT TO THE FACT THAT THEY ARE DESIGNED WITH THE BENEFIT OF HINDSIGHT. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE PROFIT OR LOSSES SIMILAR TO THOSE SHOWN.
Jackie Ann Patterson
Jackie Ann Patterson