March 2024

Reminder of Bamboo Portfolio allocation strategies, post on the front page of the website currently.

Not an April Fools Joke - I was able to find annual data for Managed Futures from the Barclays CTA Index from 1980 through 1999, so I will be able to extend the Bamboo Portfolios back to 1980. It would be great to have monthly data for the Barclays CTA Index for that time period, if you have or have access to it, please reach out. I will just use the annual returns broken down to monthly increments for the mean time - hope to be able to put out the extended reports soon, anxious to see how they look!

I’ve been so busy with Bamboo, that I’m just going to ask that you look to the reports for all the fun data this month, almost no changes to investment strategies for April, GPMv has a minor increase in conviction and a change to Commodities, all else the same.



Full Dual Momentum Reporting Deck

New DMS Bamboo Portfolio allocation Reporting Deck

Allocation worksheet


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February 2024

Please see the reporting decks linked below for full month, year, and far further back results.
It seems like the market is just continuing to melt up on the strength of AI stocks even through market breadth is narrowing Enjoy!
I’ve mentioned about a post coming, for a while now, on the DMS Allocation Strategies, it was delayed in part because I had to build a new model to house the strategies, and that is now largely complete. I have a few things I would like to add and some tweaks, but at least it is in a working state now. So for today, enjoy the very first DMS Allocation Strategies monthly Reporting Deck, and I’ll follow up soon with a post on the strategies.

Enjoy
Full Dual Momentum Reporting Deck
New DMS Allocation Strategies Reporting Deck
Allocation worksheet

If you are a thrill seeker, I do still update the three “High Test
strategies just don’t post them in the main deck,
High Test Reporting Deck

January 2024

Please see the reporting deck linked below for full month, year, and far further back results.
Good start to the year, I’ll have the Allocation Strategies post up in about a week.

Enjoy

Full reporting Deck
Allocation worksheet

If you are a thrill seeker, I do still update the three “High Test
strategies just don’t post them in the main deck, High Test Reporting Deck