Rotational model update for week ending April 15th...

The rotational model is still heavy energy, commodities, and domestic small caps.  VDE and VB are both 10% holdings as they are both holding for the core and happen to be the best performing of the sub-sectors also.

 The current portfolio if you were following the weekly updates is shown below.  If you are trading based on the monthly portfolio, those obviously haven't changed yet and no 40 week SMA (nor 20 week SMA) price violations have occurred.

Tomorrow we start again on the slow slog toward returns.