Look’s like I am going to go against the flow of everyone else and have a negative month. It was a lot worse after the election but recovered. I beat my backtest a little at least with some better fills.
November 2024 Performance
US
Combined MOC -7.84%
Schwing (semi – discretionary) – No trades taken (life has been busy) – Whilst this was doing ok I just don’t have the time
I have spent a lot of time over the past couple of months working on other systems to try and move away from having all of my eggs in the one MOC bastket (albeit it is numerous long and short MOC strategies combined). I am yet to get to a point where I am happy with the systems but have enjoyed the research and testing.
Edit: I almost forgot, I have been trying to get my kids interested in investing so developed an All Weather System for them so it is only the monthly rebalance. I haven’t tracked the monthly stats but it is up +6.23% in the two months it has been running. I have only put a small amount in each of their accounts but will continue to contribute and encourage them to also. Would have been better off moving my account into it!
