As we review some basic approaches to managing your portfolio risk,
we have been covering basic market timing. Now, I often get
questions about different market timing systems that are offered by
different advisory services, and the possibility of incorporating
them into our systems. Last time we described a system doing just
that with the Timing Cube, combining it with our ETF rankings to
result in a system that outperformed either one alone when
backtested.
But there are several other systems being advertised, and many of
them have a common characteristic. Their goal is to simply trade
the major market averages, paying no attention to equity or fund
selection, and simply trying to time the highs and lows of the
general market. Almost all of these trade fairly frequently,
making it impossible to utilize the majority of mutual funds for
these systems.
Short Term Market Timing
They are generally traded using either ETF funds that track the
market (the runaway favorite is the QQQQ, which tracked the
Nasdaq), or it's proxy, which are the leveraged funds offered by
fund families like Profunds or Rydex, which can be traded on a
daily basis. They often utilize the both the long and short
leveraged version of these funds (typically the leveraged versions
are set up such that the daily percentage change is either 100 to
250% or -100 to -250% of the index they are trying to mirror).
Swing Trading
Some systems (e.g. Timing Cube) try to limit their trades to just a
handful of trades a year, while others are in and out every few
days. This short term in and out trading is generally referred to
as swing trading. More on swing trading can be found at
Now in my mind, this frequent trading crosses the boundary from
investing to speculating. That doesn't necessarily make it bad,
but it is quite difficult to do well over a long period of time,
and it ends up taking more of your time to manage these trades (I
know of one system that will email you or post notices on their web
page each market day between 3:30 and 4:00 Eastern time, just
before the market closes). That's like being chained to the
computer.
The advisory services that engage in swing trading are not
generally tracked by by ratings services like the Hulbert Digest,
although the Timers Digest does track a few of them
One that's been around for a while that seems to have a reasonably
good track record is Timing Signals.
I can't really recommend sinking a lot of money into these swing
systems, as they can be fairly speculative. But, they do have one
thing going for them. Even if they don't have returns that are
much higher than the rest of your portfolio, because of the
frequent trading this part of your portfolio will have a low
correlation to the other parts of your portfolio.
And THAT will become important as we move into the second technique
to reduce your portfolio risk: Diversification.
Next time: We will look at diversification, how does it work, and why the conventional wisdom sometimes fails to produce a truly diversified portfolio.