[Nick Radge]

Looking good Art.

[Nick Radge]

OK, so I think we need to address the number of baskets. 
I assume you’re trading 17 strategies? 

So, you can either combine strategies in one set of code, or, generate the 17 csv’s then copy and paste into a single csv for basket placement?

[Nick Radge]

The combined ASX and US All-Weather is hard to beat from a risk/adjusted and volatility basis. And you already have access. 

[Nick Radge]

I don’t think so. You should only get a single one.

[Nick Radge]

[Nick Radge]

Which fund is it?

[Nick Radge]

Hi Sean,
Congrats on the month’s results.

I’m holding MRM in a few portfolios, and as Glen alluded to, our protocol is to wait 2-weeks from the offer. If no counteroffer comes, we exit and put the cash to work elsewhere. 

A 30% allocation to BBOZ is crazy and I’m amazed. That’s going to be very costly. If one were nervous about an equity decline then an allocation to either AAA.au or GOLD.au. Both are defensive and negatively correlated to equity prices. Here’s Gold vs ASX-200 during the GFC

 

[Nick Radge]

Great to see you on the All-Weather train Chris!

[Nick Radge]

March 2024

ASX
Growth Portfolio: +2.59%
WTT: +13.29%
ASX Momo: +0.86%
ASX Momo PLUS: +4.52%

US
HFT: +3.70%
US Momo: +6.27%
DTVI: -0.86%
ETF Diversifier:  +5.02%

Managed Account
Multi: +4.21% (net of fees)

All Weather
US:  +4.29%
ASX:  +4.70%

Total account was about +4.79% for the month. 

[Nick Radge]

There are a few nuances that catch people out.

One we get regularly is that they will add up the monthly results in the performance table and not understand why the year-end total is more than the sum. Obviously they fail to appreciate the compounding.

[Nick Radge]

As a guess, it may be the same as I discussed here

https://edu.thechartist.com.au/forum/trading-system-idea-s/926-all-weather-discussion.html?start=54#14602

I would say the rebalance and compounding effects make the sum greater than the parts.

[Nick Radge]

Are all the accounts under a single-parent account? i.e. you log into a single account and have a drop-down menu to select the other accounts?
If so, you can create a group, place a single order and it will automatically get allocated proportionately to the underlying accounts. Happy to do a TeamViewer to show you if that’s the case.

[Nick Radge]

You can either put them in a single file, or manually combine all the files into a single csv then manually renumber them. Different accounts is overkill. Same fil would be best

[Nick Radge]

Yes. Generated from RT. 

[Nick Radge]

I would also add, that if using multiple accounts, ensure the ID numbers are all different.

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