Micro Quad1 in play...

+ some very much needed healthy rotation!

1. Regime

So, Micro Quad1 is in play:

[I added the FANG Index to the Quad1 List, that gave a quad1 response in the march drawdown, while earlier assessments had a quad4 in the march drawdown. I will still need some time until the exposures of the quad exposures are stable. But I back tested with Fang and not much changed, so I think that change is o.k.!].

Tru…