StockFetcher Forums · Stock Picks and Trading · WIZ holdings<< 1 2 3 4 >>Post Follow-up
nibor100
610 posts
msg #153444
Ignore nibor100
8/6/2020 11:26:04 AM

@davesaint86,

Of course, I was referring to your filter in this same Forum thread: msg #153407.

Thanks,
Ed S.

davesaint86
562 posts
msg #153446
Ignore davesaint86
8/6/2020 11:38:30 AM

Nibor - I understand now. Most of the ETFs in that filter are not included in the current allocations of WIZ. I was trying to show how WIZ performed against a variety of ETFs since its 11/1/19 inception date.

graftonian
927 posts
msg #153752
Ignore graftonian
8/26/2020 12:18:56 PM

Question 1:
It is my understanding that WIZ allocations change at months end. Is the new portfolio available before that?
Question 2:
If WIZ is holding an ETF that has leveraged counterparts, could (should) those leveraged ETFs be held?
Question 3:
Are past months WIZ portfolios available?
Thanx, Graf

davesaint86
562 posts
msg #153855
Ignore davesaint86
9/1/2020 10:06:40 AM

WIZ will be holding:

Daily Report: 08/31/2020 09:39 PM PT
Rebalance Evaluation at Market Close: 08/31/2020
Rebalance Effective at Market Close: 09/01/2020

Symbol Weight ETF Name
LQD 10% iShares iBoxx Investment Grade Bd ETF
USIG 10% iShares Broad USD Invm Grade Bond ETF
QQQ 10% Invesco QQQ ETF - Extended
IWY 10% iShares Russell Top 200 Growth ETF
MGK 10% Vanguard MegaCap Growth ETF
VOOG 15% Vanguard S&P 500 Growth ETF
ARKK 20% ARK Innovation ETF
ARKW 15% ARK Web x0 ETF

graftonian
927 posts
msg #153857
Ignore graftonian
9/1/2020 10:41:30 AM

Dave, Thanx so much for the info, but where did you find it? The page https://merlynetfs.com/wiz/#holdings
has not changed this morning. I'll get busy updating my filters and spread sheet.
Graf

graftonian
927 posts
msg #153858
Ignore graftonian
9/1/2020 11:11:26 AM

Fetcher[
/** PERFORMANCE OF WIZ AND ITS HOLDINGS SEPT 2020 **/
chart-time is 3 months
/*apply to watchlist(WIZholdingsSept)*/
/* WIZ porfolio as of 2020 09 01 */
symlist(LQD,USIG,QQQ,IWY,MGK,VOOG,ARKK,ARKW, WIZ)
set{mnth_open, DATE(monthstart,open)}
set{diff1, close - mnth_open}
draw mnth_open on plot price
set{diff2, diff1/mnth_open}
set{mnth%chg, diff2 * 100}
draw mnth%chg and plottype{mnth%chg,zerobar}
add column separator
add column mnth_open
set{mnth_chg, close - mnth_open}
add column mnth_chg
add column mnth%chg
sort on column 8 descending
]




davesaint86
562 posts
msg #153859
Ignore davesaint86
9/1/2020 11:16:26 AM

https://maiindexes.com/bull-rider-bear-fighter

Look at the very bottom of the page.

Cheese
942 posts
msg #153862
Ignore Cheese
9/1/2020 12:55:31 PM

Thank you, graftonian and davesaint86

duane's WIZ performance filter shows that the level around end-of-month / start-of-month seems to be an important threshold.
On the monthly timeframe, there is an unfilled gap up. If that gap fades, we could see a 200 point pull back for SPX.
Just a thought. No evidence to show.

shillllihs
5,431 posts
msg #153863
Ignore shillllihs
9/1/2020 2:19:42 PM

Does this only rebalance end of month because it seems one sided if market turns. This is only to be bought on dips and never at the top.

davesaint86
562 posts
msg #154152
Ignore davesaint86
10/1/2020 1:46:44 PM

https://mailchi.mp/sumgrowth.com/perspective-continuous-strategy-evolution-12632386?e=3328d11b2c

Daily Report: 09/30/2020 09:34 PM PT
Rebalance Evaluation at Market Close: 09/30/2020
Rebalance Effective at Market Close: 10/01/2020

Symbol Weight ETF Name
TLT 10% iShares 20 Year Treasury Bond ETF - Exte
GLD 10% SPDR Gold ETF - Extended
GLDM 10% SPDR Gold MiniShares ETF
SGOL 10% Aberdeen Standrd Phys SwissGold Shrs ETF
IAU 10% iShares Gold ETF
GLDM 15% SPDR Gold MiniShares ETF
SGOL 20% Aberdeen Standrd Phys SwissGold Shrs ETF
IAU 15% iShares Gold ETF

StockFetcher Forums · Stock Picks and Trading · WIZ holdings<< 1 2 3 4 >>Post Follow-up

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