#4,620 in Business & money books
Reddit mentions of Asset Rotation: The Demise of Modern Portfolio Theory and the Birth of an Investment Renaissance
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Reddit mentions: 1
We found 1 Reddit mentions of Asset Rotation: The Demise of Modern Portfolio Theory and the Birth of an Investment Renaissance. Here are the top ones.
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OP this book may interest you
https://www.amazon.com/Asset-Rotation-Portfolio-Investment-Renaissance/dp/1118779193
Instead of rotating by sectors you can rotate by asset class. Rotate TLT, GLD, Emerging, Value(Large/small cap), Growth (large/small).
That book is excellent in explaining the asset rotation concept. The author runs a hedge fund which you can see here: http://www.rcmportfolios.com/
The book outlined a simple strategy which you may attempt. I think rotating via sector is legit but a little silly as because you are still in the equity universe.
Rotating assets is a proven method to reduce beta and increase alpha. However of course, don't expect $1 to $1,000,000 returns. His record during the '08 crash is amazing. Barely any draw down at all.