No. of Recommendations: 2
Good question - so I mean considering whether signals are switching to the opposite state, especially the faster acting / shorter term ones... like, assets are crossing back across moving averages, whether the NHNL 9DEMA is going back above 0, if the SMA Slope is switching back to bullish, if the PAMA signals for breadth are switching to bullish.

Approach wise It's generally better & simple to assign a percentage of the portfolio to each specific signal you track and then stick to that. For example, (the percentage is made up) 5% to NHNL, 5% to SMA Slope, 5% to 99D... you get the point. If everything is full steam ahead bullish, then you're allocated to the maximum extent you feel comfortable with. It could be one signal for your entire allocation (wouldn't recommend it but that's me). If they're all bearish then you're all out; and you can adjust your risk exposure to the market incrementally.

Although the US markets have bounced in the last couple of weeks, it hasn't (yet) thrown the signals back to bullish - although they are getting closer to those inflection points. On the Ivy-ish GTAA-ish asset class dashboard, 10Y US governments and Cash still have the top slots in relative strength by standard 1-3-6-12M measures.

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