How are stocks that are deleted replaced in the SSR portfolio?
Once a month, those stocks that were deleted during the previous month are replaced with new ones to bring the SSR portfolio back to 36 stocks. Within the four groups, however, the same number of stocks that were deleted are not necessarily added to the portfolio. In other words, just because two stocks were deleted from one group does not mean that two replacements are added to the same group. Portfolio additions are made on a rotating basis from the four groups. This allows better-performing strategies to increase their weight for subscribers holding the complete portfolio. If four stocks need to be replaced in a month, then a new stock will be added to each of the four groups. What this means is that, over time, there may be one group that has fewer stocks than the other groups. The intended result is to weed out weaker (underperforming) groups and let better-performing groups dominate. We are constantly monitoring alternative selection strategies and, when appropriate, weaker-perfo
