The Ox's principles are fairly simple. 1. The Ox knows diversification is the only free lunch in investing. Better to depend on many diverse pastures than just on those that are greenest currently. He invests in global asset classes that have historically had low correlations to each other. 2. The Ox moves with the trend and never fights against it. He likes to move with the herd but is unemotional. He knows when direction has turned and will not blindly follow the hindmost of the herd over a cliff. 3. The Ox likes to conserve his energy. He believes that frequent trading depletes your resources and generally doesn't lead to greater profit. For that reason he prefers to follow a slow moving average system. 4. The Ox is cheap. He prefers low cost ETFs over mutual funds. All else considered he has a bias towards value over growth because he knows value outperforms over the long term. He prefers small caps to large caps for the same reason. He loves yield if he can find it. 5. The Ox is risk adverse. He prefers ETFs over owning individual stocks. He never takes on leverage and he never goes short. He is always either flat or long. The Ox can always be assumed to be either long or flat the following ETFs: DEM, DLS, EFV, GLD, HYG, IWC, IWN, RJI, RWR, RWX, SDY, SLV, UDN
ETF Trader using tactical strategy to maximize returns. Track two portfolios, rebalance weekly for one, monthly for the other via a systematic ranking process. Validate the results of the systematic ranking process against various technical criteria including 50 day moving average versus 200 day moving average and fundamental review of economic news and data.