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	<title>Comments on: Rotational Portfolio Is Overweight Commodities</title>
	<link>http://billrempel.com/2008/04/06/rotational-portfolio-is-overweight-commodities/</link>
	<description>Trading Mechanical Systems</description>
	<pubDate>Wed, 20 Aug 2008 08:41:31 +0000</pubDate>
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		<title>By: Bill Rempel</title>
		<link>http://billrempel.com/2008/04/06/rotational-portfolio-is-overweight-commodities/#comment-141</link>
		<dc:creator>Bill Rempel</dc:creator>
		<pubDate>Mon, 07 Apr 2008 01:04:39 +0000</pubDate>
		<guid>http://billrempel.com/2008/04/06/rotational-portfolio-is-overweight-commodities/#comment-141</guid>
		<description>&lt;a href="http://billrempel.com/2008/03/10/personal-trades-for-march/" rel="nofollow"&gt;Last month I seriously considered deviating from the model to grab HYG instead of IEF&lt;/a&gt;.  

On the timeframes I use for momentum (undisclosed, but it's a Percentage Price Oscillator signal line), it does look like the HYG has bottomed.  

My intuition/judgment is that the flight from risk has passed its peak, and I was feeling that way last month, hence my thoughts last month about HYG, REITs, and currencies.  This month, after more consideration about adding judgment to the model and still further evidence that the risk-fleeing is over, I've decided to switch my personal trading to a model (&lt;a href="http://billrempel.com/systems/aggressive/" rel="nofollow"&gt;Aggressive&lt;/a&gt;) that's entirely run off of  U.S.-based stocks.</description>
		<content:encoded><![CDATA[<p><a href="http://billrempel.com/2008/03/10/personal-trades-for-march/" rel="nofollow">Last month I seriously considered deviating from the model to grab HYG instead of IEF</a>.  </p>
<p>On the timeframes I use for momentum (undisclosed, but it&#8217;s a Percentage Price Oscillator signal line), it does look like the HYG has bottomed.  </p>
<p>My intuition/judgment is that the flight from risk has passed its peak, and I was feeling that way last month, hence my thoughts last month about HYG, REITs, and currencies.  This month, after more consideration about adding judgment to the model and still further evidence that the risk-fleeing is over, I&#8217;ve decided to switch my personal trading to a model (<a href="http://billrempel.com/systems/aggressive/" rel="nofollow">Aggressive</a>) that&#8217;s entirely run off of  U.S.-based stocks.</p>
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		<title>By: r</title>
		<link>http://billrempel.com/2008/04/06/rotational-portfolio-is-overweight-commodities/#comment-139</link>
		<dc:creator>r</dc:creator>
		<pubDate>Sun, 06 Apr 2008 22:38:36 +0000</pubDate>
		<guid>http://billrempel.com/2008/04/06/rotational-portfolio-is-overweight-commodities/#comment-139</guid>
		<description>MACD/RSI have been headed north since mid Jan on HYG.

Risky, but moving in the right direction

Ante up your thoughts please.</description>
		<content:encoded><![CDATA[<p>MACD/RSI have been headed north since mid Jan on HYG.</p>
<p>Risky, but moving in the right direction</p>
<p>Ante up your thoughts please.</p>
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