Quad Diversification

This is still a research project, but I wanted to share some early thoughts:

What I saw in this recent quad change from 1 to 2 and now 3 is the following:

Within a quad1 or 2 you can expect (bullish) rotations. Well that is a “Binsenweisheit” (Truism), but I did not know how to play them!!!

It might start with pure tech strength and then it spills over to …