Blended Monthly Rebalancing in Action! by, Dr. Ken Long

 

Ken teaches the Blended Monthly Rebalancing (BMR) system in the Core Trading Systems eLearning course and some of our clients have been running it for years. Ken shared an email he just received from one such satisfied trader –

Hi Ken,

On the webinar with Van, I heard you talk about how rock solid the BMR system has been over all these years and I want to add a hearty +1! That’s the system we’ve been using in L’s retirement account for years. We are hugely thankful to you and Van for your teachings!

In 2020, L’s account finished up +26.9% on a -7.61% max DD (and that’s with the limited fund choices available through her employer). Most importantly we moved to cash 7 days after the top in February and safely avoided the COVID carnage (it’s hard to express the psychological difference it made to know her nest egg was safe while the world was crumbling into chaos). BMR then faithfully got us back in this spring and we participated in a large chunk of the upside in the later part of this year.

With appreciation for both you and Van!

B

For more information on the BMR system, please CLICK HERE.

 

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