using sales proceeds to buy more if still on the list

What does this mean?

Say you own 5 stocks A, B, C, D, E.
New month picks are C, B, W, X, E.
So you should sell A & D and buy W & X and keep B, C, E.

Normal operation would be to take the money raised from A & D and buy W & X in equal weight.
A complete rebalance would mean you might sell some of B, C, E so that all 5 stocks start the month at equal weight.

Are you saying that you would buy MORE of B, C, and E? Just because they are still on the list? That would mean shortchanging the new picks W & X.

If you are retired and the account is an IRA, no money can be added to the account. You can only work with what's there.



9-12 month mo works but 9 is best in backtests
...
SPY as the timing mechanism, and 325 days beat using NDQ/QQQ and beat 200 days

I am reminded of the joke about the guy who installed 5 "gas saving" devices on his car, each promising to save 25%.
When he drove around the block his gas tank overflowed.

CAGR 20% is so much better than CAGR 10% that an additional 1%-2% barely matters. Anyway, just a one day difference in start date makes a +/- 4% difference in CAGR.

I do not know why we are getting different results on our choice of timing criteria.
Maybe because you are using daily prices for the SMA and I am using weekly prices?
Maybe because I use 4% below the SMA for the sell signal and you use 0%?
Maybe because I am using historical data from Yahoo and you are using Chatgpt AI?
(I assume we both only consider the timing signal on the trading day.)