StockFetcher Forums · Filter Exchange · Cheese, I'd like to more of thoughts on WIZ<< 1 2 3 4 >>Post Follow-up
graftonian
1,089 posts
msg #153175
- Ignore graftonian		 7/17/2020 10:38:44 AM

Not wanting to hijack Karens thread, I figured this was the best way contact you.
I just passed my 80th year, and I've got a bad case of CRS (can't remember sh_t). WIZ seems to be a less complex method of trading.
Thx, Graf
Cheese
1,374 posts
msg #153178
- Ignore Cheese		 7/17/2020 11:07:19 AM

graf

Happy Birthday and Happy Retirement.

I shall defer your question to davesaint86. He's a super guym a good guy and a smart guy.

davesaint86 has used WIZ to make money

davesaint86 is also very knowledgeable about a lot of other services
and inesting/trading wisdom (see dave's posts in StockFetcher)

Last and not least, davesaint86 and Kevin_in_Ga have written a lot of filters to help
people with allocation.

While we wait for davesaint86v to pop in, you may want to start reading davesaint86's posts
https://www.stockfetcher.com/sfforums/?q=byuser&author=davesaint86

Do add your own flair to all this
Many of your earlier Guppy filters are best of class

I use filters by you and davesaint86 a lot

Best wishes
Cheese
1,374 posts
msg #153179
- Ignore Cheese		 7/17/2020 11:19:21 AM

graf

Please start looking for this information

davesaint86 hase used
WIZ
Portfolio Vizualizer
Dual Momentum

https://www.stockfetcher.com/forums/General-Discussion/Portfolio-Visualizer-backtesting/148339

One rule of thumb may be
50% SPY 50% USMV
(That's 50% of money you want to put in equities, not 50% of your liquid assets and/or leveraged assets)

Good luck
Cheese
1,374 posts
msg #153181
- Ignore Cheese
modified		 7/17/2020 11:23:42 AM

graf

Here are other gems from davesaint86

https://www.stockfetcher.com/forums/Filter-Exchange/Dual-Purpose-Filter/151944

https://www.stockfetcher.com/forums/Filter-Exchange/PORTFOLIO-SELECTION-AND-MANAGEMENT-USING-RISK-REWARD-RATIOS/91296/520

Best wishes
Cheese
1,374 posts
msg #153182
- Ignore Cheese		 7/17/2020 12:09:50 PM

graf

There are many retirees in various investment forums.
Many recommend that we still have to take a look at how our portfolios are doing on a weekly basis.
Don't blindly entrust your money to any advsior.

Joane Klein is the No. 1 author on StockCharts, and she made it easy for us to take the pulse
of the markets
https://stockcharts.com/public/1107832/tenpp/5

Happy retirement



Cheese
1,374 posts
msg #153188
- Ignore Cheese		 7/17/2020 4:55:09 PM

@graftonian

I would like to use JoeyVinyl's excellent ETF Ladder to answer your question about WIZ
JoeyVinyl's ETF Ladder is very versatile, easy to customize, and gives a comprehensive
assessment of risk and return

Here is a really neat look under the hood at WIZ porfolio as of July 16, 2020
using JoeyVinyl's excellent ETF Ladder

Fetcher[
/* https://www.stockfetcher.com/forums/General-Discussion/ETF-Ladder-Results-so-far/152574 */
/* https://finance.yahoo.com/quote/WIZ?p=WIZ&.tsrc=fin-srch */

/* https://www.stockfetcher.com/forums/Filter-Exchange/Cheese-I-d-like-to-more-of-thoughts-on-WIZ/153175 */


SYMLIST(XSD,PSI,SCHG,QQQ,MGK,IWY,SCHR,VGIT,SPY) /* WIZ porfolio a of 2020 07 16 */


/* RATE OF RETURN */
set {rateor1, close - close 28 days ago}
set {rateor2, rateor1 / close}
set {rateor, rateor2 * 100}

/* RELATIVE STRENGTH */
set {rs1, relative strength(^INX,28)} /* S&P 500 Index */
set {rs2, relative strength(^DJIA,28)} /* Dow Jones Industrial Average */
set {rs3, relative strength(^RUI,28)} /* Russell 1000 */
set {rs4, relative strength(^IXIC,28)} /* NASDAQ Composite */
set {rsavg1, rs1 + rs2}
set {rsavg2, rs3 + rs4}
set {rsavg3, rsavg1 + rsavg2}
set {rsavg, rsavg3 / 4}

/* SHARPE RATIO (the higher the ratio the riskier the investment) */
set {srclose, close 28 days ago}
set {srreturn, close - srclose}
set {srpercent, srreturn / srclose}
set {rfreturn, 0.0015417}
set {srperf, srpercent - rfreturn}
set {etfstdev, cstddev(close,28)}
set {etfvol, etfstdev / ma(28)}
set {sharpe, srperf / etfvol}

/* ADD THEM UP */
set {score1, rateor + rsavg}
set {score2, score1 + sharpe}
set {score, score2 / 3}

close is > 5

draw ema(21)
draw ema(63)
draw NVI on plot NVI
draw PVI on plot NVI

add column separator
add column rateor1 {change}
add column rateor {ror}
add column rsavg {rel str}
add column sharpe
add column score
sort column 10 descending
chart-display is weekly
]
Cheese
1,374 posts
msg #153189
- Ignore Cheese		 7/17/2020 5:18:45 PM

graf

WIZ performed better than SPY as of July 16, 2020
using JoeyVinyl's ETF Ladder for risk return assessment

Fetcher[

/* https://www.stockfetcher.com/forums/General-Discussion/ETF-Ladder-Results-so-far/152574 */
/* https://finance.yahoo.com/quote/WIZ?p=WIZ&.tsrc=fin-srch */

/* https://www.stockfetcher.com/forums/Filter-Exchange/Cheese-I-d-like-to-more-of-thoughts-on-WIZ/153175 */


SYMLIST(XSD,PSI,SCHG,QQQ,MGK,IWY,SCHR,VGIT,WIZ) /* WIZ porfolio a of 2020 07 16 */


/* RATE OF RETURN */
set {rateor1, close - close 28 days ago}
set {rateor2, rateor1 / close}
set {rateor, rateor2 * 100}

/* RELATIVE STRENGTH */
set {rs1, relative strength(^INX,28)} /* S&P 500 Index */
set {rs2, relative strength(^DJIA,28)} /* Dow Jones Industrial Average */
set {rs3, relative strength(^RUI,28)} /* Russell 1000 */
set {rs4, relative strength(^IXIC,28)} /* NASDAQ Composite */
set {rsavg1, rs1 + rs2}
set {rsavg2, rs3 + rs4}
set {rsavg3, rsavg1 + rsavg2}
set {rsavg, rsavg3 / 4}

/* SHARPE RATIO (the higher the ratio the riskier the investment) */
set {srclose, close 28 days ago}
set {srreturn, close - srclose}
set {srpercent, srreturn / srclose}
set {rfreturn, 0.0015417}
set {srperf, srpercent - rfreturn}
set {etfstdev, cstddev(close,28)}
set {etfvol, etfstdev / ma(28)}
set {sharpe, srperf / etfvol}

/* ADD THEM UP */
set {score1, rateor + rsavg}
set {score2, score1 + sharpe}
set {score, score2 / 3}

close is > 5

draw ema(21)
draw ema(63)
draw NVI on plot NVI
draw PVI on plot NVI

add column separator
add column rateor1 {change}
add column rateor {ror}
add column rsavg {rel str}
add column sharpe
add column score
sort column 10 descending
chart-display is weekly
]
snappyfrog
721 posts
msg #153201
- Ignore snappyfrog		 7/18/2020 5:11:13 PM

Cheese, any idea how Joane Klein makes the "Spread Indicator"?
Cheese
1,374 posts
msg #153204
- Ignore Cheese		 7/18/2020 7:16:08 PM

snappy,
No idea.
But I've read that paid users on some platforms can draw mirror images of their charts.
davesaint86
725 posts
msg #153208
- Ignore davesaint86		 7/19/2020 8:40:39 PM

I just saw this post about WIZ.

https://www.meetup.com/SectorSurfers/?_xtd=gatlbWFpbF9jbGlja9oAJDM4MWZjOGJjLWNjMzgtNDYyMC1iNDNkLWUwZTBlNjE0NDc4Mg

There is a meetup Wednesday night. https://www.meetup.com/SectorSurfers/events/271446422/

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

There are actually two ETFs. WIZ and SNUG.

WIZ - In a bull market WIZ is comprised of 80% Equity ETFs and 20% Bond ETFs. During Bear Markets the allocations can go to 100% bonds or Gold for example. Backtesting, including 2008 shows 22% CAGR. Remember this is just buying and holding WiZ.

SNUG - In a bull market SNUG is comprise of 70% Bond ETFs nd 30% Equity ETFs. Backtesting, including 2008 shows 13% just buying and holding. This is a new ETF and the volume is pretty low right now.

One can buy a mix of the two based on risk tolerance. It is my understanding that the ETFs selected at the end of each month come from a universe of 500 ETFs. The ETFs selection are based on momentum by category and whatever AI method that they use to make the selections. There is a lot of good information here - https://maiindexes.com/bull-rider-bear-fighter. The whole premise of WIZ and SNUG is that the work is done for you. Technically all you have to do is buy and hold. What I like about the two is that it makes sense to hold them in taxable accounts especially.


StockFetcher Forums · Filter Exchange · Cheese, I'd like to more of thoughts on WIZ<< 1 2 3 4 >>Post Follow-up

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