ETF Basket Trader, Part 2, 06/10/08



(Part 1 of ETF Basket Trader is here.)

Continuing the experiment, I substituted indices for ETF's in order to get more data for back-testing. The back-tested results from 3/1/2000 - 6/6/2008 were:
Annual Return: 6.3%

Max Drawdown: <11.3%>

S&P Cash Return: 0.0%

S&P Cash
Maximum drawdown: <59%>

However trading just the two most inversely correlated [Note 06/10/08 should be 'positively correlated'] indices, health care and consumer cyclicals,gave much better results(3/1/2000 - 6/6/2008):
Annual Return: 10.78%

Max Drawdown: <7.8%>

S&P Cash Return: 0.0%

S&P Cash
Maximum drawdown: <59%>

Alpha: .01

Beta: .02(!)

Sharpe: 1.06

Blackbox software (TradeStation) for further investigating this idea is available upon request.

Note: Blackbox software is software that doesn't disclose any rules but still outputs trading signals. This sofware is not suitable for live trading.





Henry Carstens
Vertical Solutions
carstens@verticalsolutions.com