On this video from StockCharts TV, Julius takes a take a look at rotations in an asset allocation RRG. He compares fixed-income-related asset lessons, commodities, the US greenback, Bitcoin and shares to a balanced portfolio of 60% shares/40% bonds. The long-lasting outperformance of shares appears to be coming to an finish.
This evaluation of asset allocation is then adopted by a take a look at S&P 500 sector rotation utilizing Relative Rotation Graphs damaged down into three teams — offensive, defensive, and (economically) delicate. The present rotation within the defensive group is admittedly standing out.
This video was initially printed on September 10, 2024. Click on wherever on the icon above to view on our devoted web page for Julius.
Previous episodes of Julius’ exhibits will be discovered right here.
#StayAlert, -Julius
Julius de Kempenaer
Senior Technical Analyst, StockCharts.com
Creator, Relative Rotation Graphs
Founder, RRG Analysis
Host of: Sector Highlight
Please discover my handles for social media channels below the Bio beneath.
Suggestions, feedback or questions are welcome at Juliusdk@stockcharts.com. I can not promise to reply to each message, however I’ll actually learn them and, the place moderately doable, use the suggestions and feedback or reply questions.
To debate RRG with me on S.C.A.N., tag me utilizing the deal with Julius_RRG.
RRG, Relative Rotation Graphs, JdK RS-Ratio, and JdK RS-Momentum are registered emblems of RRG Analysis.
Julius de Kempenaer is the creator of Relative Rotation Graphs™. This distinctive methodology to visualise relative energy inside a universe of securities was first launched on Bloomberg skilled providers terminals in January of 2011 and was launched on StockCharts.com in July of 2014.
After graduating from the Dutch Royal Army Academy, Julius served within the Dutch Air Drive in a number of officer ranks. He retired from the navy as a captain in 1990 to enter the monetary business as a portfolio supervisor for Fairness & Legislation (now a part of AXA Funding Managers).
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