Well thanks for asking.
When I first stumbled onto your site, I was immediately intrigued as I was attempting to take the same type of managed control over my own Fidelity 401k plan. I looked over what you had posted, studied parts of it deeply, and watched the information change over time for several months.
I don’t always notice the pertinent intricacies on stock charts. The interpretation of charts often differs person to person too. Also, I don’t always find the interesting bits in a sea of numbers on a spread sheet. I do like the visual simplicity of the Relative Rotation Graph (RRG) you have. The sector ETF’s you have chosen, the quadrants, the $SPX as the cross hair, the colors, limiting it to the most recent 10 weeks, is all easier for me to read and comprehend. It was during my efforts to teach myself what this rotation graph was all about that I stumbled onto Surfer.
I have now gravitated to the Surfer analysis tool for similar reasons as I liked the Relative Rotation Graph. I like the use of the Sharpe ratio for ranking Surfer provides. I like that I can put sector funds (limit 12) on top of each, on the same chart, rather than looking at 12 separate charts. I have not seen this ability on Stock Charts.
The Fidelity Sector Funds in my 401x plan have a 30 day minimum hold period without a 1% penalty for ‘frequent trading’. I would like to be able to step through the most recent 1 or 2 months in one week increments, or even one day increments, for confirmation I am in the right fund currently, or which fund is moving ahead so I can jump at day 31. The rotation graph you post shows the last 10 weeks of data as ‘tails’ that give me an indication of rising or falling. I like that.
I like the Bulkowski’s moving average chart you have too. It is an indication of the overall rising or falling of the market in general. Helps put the most recent weekly or monthly activity into perspective.
Any fund performance information older than the most current 3 months I can usually find from a number of sources, including my 401k plans web site, and StockCharts.
Hope this helps you.
GLTY
