What podcasts say about FFTY
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about FFTY
13 statements · 5 positive · 5 negative · 3 neutral
Weekly FFTY rebalancing harmed performance when market leadership narrowed.
“the biggest issue that um with the way ffty was handled was that it was rebalanced every week and so it was really you know it would work okay in some markets uh when everything was moving but when you know there were fewer leaders then you're you're just kind of whacking the the the etf at the knees and um and so it it struggled uh in many markets”
Open the episode · Letting Winners Run: David Ryan And Chris Gessel On The Rules Driving The New FFTYListen at 3:48
Reducing winners conflicted with O’Neill’s strategy of letting winners grow.
“it was really, I'd say it's almost anti-O'Neill because he's always talking about you add to your winners and your winners should become a bigger part of your portfolio as time goes on.”
Open the episode · Letting Winners Run: David Ryan And Chris Gessel On The Rules Driving The New FFTYListen at 7:04
Weekly resets reduced strong stocks back to 2% weights.
“At the end of every week, even if it had a great move, it was knocked back down to 2%.”
Open the episode · Letting Winners Run: David Ryan And Chris Gessel On The Rules Driving The New FFTYListen at 7:17
The prior FFTY approach returned about 2.2–2.3% annually versus 11% for the S&P.
“the 11% annualized growth on the S&P, and this was 2.3%, or 2.2%.”
Open the episode · Letting Winners Run: David Ryan And Chris Gessel On The Rules Driving The New FFTYListen at 7:51
An individual FFTY stock should be capped near an 8% portfolio weight.
“we found that about 8%. is really a top weighting that you can get to in any one stock.”
Open the episode · Letting Winners Run: David Ryan And Chris Gessel On The Rules Driving The New FFTYListen at 14:13
FFTY will not force 50 holdings when too few stocks meet its criteria.
“we weren't going to force 50 stocks into the index even if they didn't meet the criteria”
Open the episode · Letting Winners Run: David Ryan And Chris Gessel On The Rules Driving The New FFTYListen at 17:25
Fewer qualifying stocks automatically increase cash and reduce bear-market exposure.
“if stocks don't make the list then we raise our cash position and we can go sideways in a bear market”
Open the episode · Letting Winners Run: David Ryan And Chris Gessel On The Rules Driving The New FFTYListen at 17:55
FFTY should hold fewer stocks and cash when market conditions weaken.
“if we can only find 30, then we should go with 30, and then the others will be in cash until the market improves and we can get back up to 50 names.”
Open the episode · Letting Winners Run: David Ryan And Chris Gessel On The Rules Driving The New FFTYListen at 19:18
FFTY will reduce holdings and raise cash in severe markets.
“when you have enough stocks yes we'll have 50 but if we get into a really dire tough market we're going to cut that down and and hold on to the cash”
Open the episode · Letting Winners Run: David Ryan And Chris Gessel On The Rules Driving The New FFTYListen at 23:48
FFTY will reduce positions after stocks roll over following long-term channel breaks.
“when the market breaks a long-term channel line, we'll let it run. But when the stocks start rolling over, we will start taking them off using shorter term moving averages.”
Open the episode · Letting Winners Run: David Ryan And Chris Gessel On The Rules Driving The New FFTYListen at 25:29
Sector-group weights can become excessively concentrated in the 30–40% range.
“Sometimes these groups get up to some very high weightings in the 30s and even the 40s percentages. You get almost too much concentration.”
Open the episode · Letting Winners Run: David Ryan And Chris Gessel On The Rules Driving The New FFTYListen at 33:11
FFTY dynamically shifts toward sectors and stocks currently leading the market.
“individual stocks, which this ETF, which FFDA, TY moves to is dynamically moving to the areas that are leading.”
Open the episode · Letting Winners Run: David Ryan And Chris Gessel On The Rules Driving The New FFTYListen at 39:47
FFTY market timing adjusts over several weeks rather than daily.
“the market timing is not to the day. Sometimes it takes... a few weeks for a group to to drop out and new groups to come on”
Open the episode · Letting Winners Run: David Ryan And Chris Gessel On The Rules Driving The New FFTYListen at 42:21
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.