{"id":412,"date":"2021-02-12T11:45:45","date_gmt":"2021-02-12T11:45:45","guid":{"rendered":"http:\/\/140.82.46.175\/?page_id=412"},"modified":"2021-02-12T12:56:40","modified_gmt":"2021-02-12T12:56:40","slug":"portfolio-rotation","status":"publish","type":"page","link":"https:\/\/rotationinvest.com\/how-to\/portfolio-rotation\/","title":{"rendered":"Portfolio Rotation\/Momentum Tool How To Guide\u200b"},"content":{"rendered":"\t\t
Main Description<\/strong> Portfolio Rotation vs. Other Rotation Tools<\/strong> Enter the number of portfolios you would like to rotate between. Users can setup different funds in each portfolio in the tabbed section below this box. The strategy will then select the strongest portfolios as the winners and invest in that portfolio each period.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t In this tabbed section users can define up to 20 tickers per portfolio. The strongest portfolios will be chosen each period. Use the tabs named ‘Portfolio 1’, ‘Portfolio 2’… to switch between portfolios.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
The Portfolio Rotational Momentum Tool allows users to see the hypothetical results of a momentum or relative strength rotation ranking investing strategy applied to entire portfolios instead of individual funds [aka the regular Rotation Momentum Tool], with the option of adding in adaptive asset allocation, using strength calculations including momentum, volatility, Sharpe Ratio, and Information Ratio. The Portfolio Rotational Tool will automatically calculate the strength, based on the momentum, volatility, mean reversion, downside volatility, Sharpe Ratio and\/or Information Ratio, and at the end of each update period, switch or rotate to the highest ranked portfolio for the next period, also results are shown for the scenario of switching portfolios only when a portfolio has dropped below a specified rank scoring. If more than 1 portfolio is selected each period the user has the option to use adaptive asset allocation on the selected portfolios.<\/p>
The Portfolio Rotation Tool looks at the strength of an entire portfolio defined by the user, and then selects the strongest portfolio(s) based on the rotation settings. This is a rotation tool applied to entire portfolios instead of just individual funds. The ordinary Rotation Tool applies its’ strength filters and judgments to individual funds, this tool applies these calculations to entire portfolios consisting of as many as 20 symbols.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\tSettings<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t