Over the past year, our team has continued to work with AVI strategies, and we’ve obtained some interesting results
First, we now have 4 active stock-selection algorithms - four AVI strategies. We’ve named them GREEN, INDIGO, ORANGE, and YELLOW.
Second, research has shown that it is better to rebalance the stock portfolio every 2 years, rather than every 3 months, as we did over the past year. The results turn out to be better for all AVI strategies.
Therefore, starting today:
- We are discontinuing the track records for the BLUE and HANDMADE strategies and will begin keeping track records for the four AVI strategies: GREEN, INDIGO, ORANGE, and YELLOW.
- We will now build portfolios for each strategy and then keep them unchanged for two years. Once a month, we will record the results - the value of these portfolios compared to an investment in the S&P 500 market index.
- To avoid arithmetic errors (which have occasionally occurred in the past and had to be corrected afterward - which does not inspire confidence) and to make the track record more transparent and verifiable, we opened four accounts with IB (Interactive Brokers), one for each strategy, and deposited $10K into each one.
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