Market Quality Goes Positive
Over the past week my measures of market quality have gone positive. This changes the portfolio allocations as follows:
Long / Cash portfolio: 80% long and 20% cash
Long / Short Hedged portfolio: 90% long high beta stocks and 10% short the S&P 500 Index (or use an ETF like SH)
Volatility Hedged portfolio: 100% long (Since 5/7/2018)
Disclosure: None
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