All of my market health indicators are strengthening. Most notably my measures of risk and strength have moved from negative to positive. This changes the portfolio allocations as follows:

• Long / Cash portfolio: 60% long and 40% cash
• Long / Short porfolio: 80% long high beta stocks and 20% short the S&P 500 Index (or use an ETF like SH)
• Volatility Hedged portfolio: 100% long (since 5/7/2018)