Windmill near Amsterdam
No sectors are in the oversold zone so this McClintock review will be very short with exception to the Buy and Sell limit orders shown in the final screenshot. Since there is no action within the eleven sectors we focus on U.S. Equities. The main focus is on adding shares of VOO and VTI to the portfolio when cash is available. The McClintock is holding a tad over $5,000 and the final screenshot shows how I am handling that money.
McClintock Investment Quiver and Holdings
Energy (VDE) has performed sufficiently well to where the current percentage is a bit above target. Why hold ESGV when the recommendation is 0%? ESGV is priced well below VOO and VTI. Where there is available cash, but insufficient amount to add another share of either VTI or VOO I use the smaller cash amount to work in a share or two of ESGV.
McClintock Performance Data
Since 12/31/2021 the McClintock lags the SPY benchmark. This difference underscores how difficult it is to outperform the S&P 500 index.
McClintock Risk Ratios
With exception of the Treynor, every risk ratio is lower than it was a year ago. Yes, the Jensen Alpha slope is positive by a gnat’s eyebrow. That is the single bright spot.
Trading Data
I used the volatility of each ETF to set the Sell order. Buy orders for VOO and VTI should kick in just below the sell orders.
I posit December will be a good month, but after that all bets are off as we don’t have a clue how well the government will function considering the incompetents selected to run large and complicated agencies.
Once more, use this information as guidance rather than mirror this data exactly.
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