Sizing based on ticker - Wealth Lab Forum

Sizing based on ticker

Author: rbryant

Creation Date: 12/9/2020 2:12 AM

Wealth Lab » Wealth-Lab Developer/Pro » Sizing based on ticker

rbryant

12/9/2020 2:12 AM

Dear team

I have a basic equity curve I need, which is essentially just buying bond and gold ETFs in certain ratios (I wont call it a 'system' as it is so basic):

TLT 20%
IEF 20%
EMB 30%
GLD 10%
MBB: 12.5%
LQD: 7.5%

I rebalance every 6 months.

Is there a way I can do this in WL? The rebalance is obviously basic, but can I choose size based on ticker?

Thanks team and all the best

Rod

Eugene

12/9/2020 5:27 AM

Hi Rod,

It's easy to accomplish using the Position Options PosSizer from the MS123 PosSizer library.

Press the "Use .Tag" button and make sure that the "% Equity" option is activated. Look for a code sample in the Wiki page for lines to add to your Strategy to implement the sizing based on ticker.