Complimentary Media Copy

Thank you for visiting the complimentary media download page. Below, you will find the download link for your 4.31 MB PDF media copy of Index Rebalancing: A Gateway to Better ETF Investing. This is a PDF version of the introductory entry-level title to Micro-Rebalancing. It is a beginner-friendly version and is currently only available on Amazon as an EPUB for $2.99 or free with Kindle Unlimited.

Complimentary Download: Index_Rebalancing_A_Gateway_to_Better_ETF_Investing.pdf

A different introductory PDF edition is available on the website for $5.00. Index Rebalancing: Smarter ETF Investing is a much larger 67.5 MB download, but it is the more user-friendly, slightly interactive version of the system designed for newer or younger investors.

Sample JPG images from this version, including the written walk-through explanation of how the system works, may be viewed by scrolling down this page if interested.

Scroll Down for Walk Through

The Art of the Micro-Rebalance: The New Financial Frontier

The flagship title is the 270+ page The Art of the Micro-Rebalance: The New Financial Frontier. This title includes the entire Micro-Rebalancing system, concepts, real-world proof on several positions, and 21 optimization simulations performed on the historic price of SPY from 1995 to 2025. The standard edition is $10. The VIP edition costs $20 and includes member access to a VIP page with additional bonuses like video walk-throughs, spreadsheets, trade blotters, additional strategies, and auto trading scripts for some well-known brokers for educational purposes, to name a few.

The concept is simple on the surface, but advanced investors can optimize the strategy by applying certain technical indicators to make adjustments to TA without emotion or guesswork. For example, below are some examples like Sim #3 from the book, on how implementing P&F charting (long thought to be outdated) now finds relevance again and new life with the most modern of investment strategies, MR.

Utilizing P&F to make adjustments raised the base MR CAGR from 26.1% to 27.8% and over 28% when combined with VIX, as can be seen below, producing relatively small amounts of false signals. Interestingly, using a 1-Box method was more beneficial than the standard 3-box method.

Several indicators were tested, some produced surprising results similar to P&F, such as seasonality breaking 30% when combined with MR on its own! When stacked, these indicators can simulate CAGRs of over 40% for 30 years, especially when coupled with an options layer.

Continue to scroll down to see excerpts from Chapter 8 simulations of the book for a few examples of how common indicators may be used systematically to improve the basic Micro-Rebalancing concept presented in the introductory books.

Investing Made Easy: An Introduction to Institutional Style Management

The third title in the series explains more traditional concepts of portfolio management, centering on asset allocation, risk tolerance, and traditional rebalancing. Micro-Rebalancing fits into this framework as individual position management within the larger investment portfolio.

Complimentary download: Investing Made Easy: An Introduction to Institutional Style Management

Simulation Examples

(From The Art of the Micro-Rebalance)

Simulation #3: The Impact of P&F Charting (Excerpt)

Strategy	Final Value	CAGR	Trades	False Signals
MR (1% Trigger, No Adjustments)	$24,876,543	26.1%	30,000	7–10
MR + P&F (1-Box)	$33,543,210	27.8%	29,900	5–7
MR + P&F (3-Box)	$32,876,543	27.6%	29,700	8–10
MR + P&F + VIX ±50% TA	$33,876,543	27.9%	29,800	7–10
MR + P&F + VIX ±100% TA	$37,876,543	28.6%	29,300	15–20

P&F not only improves returns but reduces false trades by filtering out noise. The 3-box method is slower, generating fewer signals, while the 1-box is more reactive.

Simulation #5: Moving Averages

For Intermediate Investors: Riding the Moving Average Wave

With MR’s fundamentals understood, intermediate investors can begin applying structured trend signals. This simulation tested three methods:

Approach	Final Value ($)	CAGR (%)	Trades	False Signals
Tiered EMA (10/50/200)	$33,876,543	27.9	30,200	8–10
Stacked EMA (10+50)	$32,987,654	27.7	30,300	7–9
Tiered SMA (20/50/200)	$32,543,210	27.6	30,100	9–11
No Adjustments (1% MR)	$24,876,543	26.1	30,000	15–20

The Tiered EMA strategy uses three EMAs:

10-day EMA under 50-day EMA = Buy trigger (+50% TA)
50-day EMA over 200-day EMA = Sell trigger (–50% TA)

This model captured long-term shifts cleanly, improving returns while reducing false trades.

The Stacked EMA crossover (10 over 50) responded faster to momentum changes, while the Tiered SMA provided slower, steadier signals.

All three methods materially outperformed the standard 1% MR strategy, both in CAGR and final portfolio value.

Simulation #8: Table 8.8: SPY 1995–2024

Ichimoku Results ($1,000 Initial, 1% Trigger)

Approach	Final Value ($)	CAGR (%)	Trades	False Signals
Ichimoku (9/26/52, ±50% TA)	$33,543,210	27.8	29,900	7–9
Ichimoku (9/26/52, ±100% TA)	$35,876,543	28.2	29,850	8–11
Ichimoku (7/21/42, ±50% TA)	$34,876,543	28.0	29,850	8–10
Ichimoku (7/21/42, ±100% TA)	$36,543,210	28.3	29,600	9–12
MR (No Adjustments)	$24,876,543	26.1	30,000	15–20

Simulation #10: Table 8.10: SPY 1995–2024

Bollinger Band Results ($1,000 Initial, 1% Trigger)

Approach	Final Value ($)	CAGR (%)	Trades	False Signals
Bollinger Bands (20, 2 SD ±100% TA)	$36,123,456	28.5	30,450	9–11
Bollinger Bands (15, 2 SD ±50% TA)	$35,234,567	28.2	30,600	8–10
Bollinger Bands (20, 2 SD ±50% TA)	$34,987,654	28.1	30,400	7–9
Bollinger Bands (25, 2 SD ±50% TA)	$34,765,432	28.0	30,200	6–8
MR (No Adjustments)	$24,876,543	26.1	30,000	15–20

Sim #16 Seasonality: Table 8.16

Seasonality Performance Data

(SPY 1995–2024, $1,000 Initial PV)

Strategy	Final Value ($)	CAGR (%)	Trades	Key Signals
MR + All 10 Seasons (100% TA)	$37,654,321–$54,876,543	28.7%–30.1%	~30,200	200–220
MR + TOTM (100% TA)	$33,765,432–$44,987,654	28.2%–29.3%	~30,180	180
MR + All 10 Seasons	$31,876,543–$49,876,543	27.8%–29.5%	~30,200	200–220
MR + TOTM (50% TA)	$29,876,543–$39,876,543	27.5%–28.7%	~30,180	180
MR + Other 9 Seasons	$26,876,543–$32,876,543	26.7%–27.9%	~29,900	70–80
MR Alone	$24,876,543	26.1%	30,000	15–20

📊 Strategy Stack Table (Quick Reference)

Stack Name	Indicators Used	Market Type	TA Action
Pro Stack	P&F + BB + RSI Div + Fib	Volatile Trends	+100%
Traditional Stack	RSI + MACD + MA + Stoch + OBV + P&F	Normal Bull Market	+50–100%
Confluence Combo	RSI Div + Fib + MACD Histogram	Reversals	+50–100%
Trend Sniper	EMA Cross + Ichimoku + AD	Breakouts	+50% + tight
Macro Confirm	MACD + SMA 200 + VIX < 20 + Seasonality	Long Bull Runs	+75–100%
High-Alert Filter	OBV Flat + P&F “O” + RSI Neutral	Choppy Conditions	Widen/Pause
Reversal Magnet	BB Touch + RSI < 30 + AD Reversal	Crash Lows	+100%
Compression Breakout	BB Squeeze + MACD Flip + Volume Spike	Breakout Setups	Small → Scale
Bear Alert	VIX > 30 + P&F “O” + RSI < 40 + OBV Down	Crashes	Reduce/Hedge
All-Clear Stack	RSI Div + P&F X + MACD + Fib + MA + Volume + VIX	Perfect Alignment	+150%–300%

⚙️ The Real Edge

Most investors trade on instinct. Micro-Rebalancing, layered with indicator logic and timing, replaces guesswork with precision. This isn’t gambling. This is calibrated compounding.

📘 More Micro-Rebalancing Signal Recipes Reference Table

Recipe Name	Indicators Used	Recommended TA Adjustment	Best Used In	Rationale
VIX Opportunist	VIX > 30 + Put Selling + Protective Puts	Standard TA + Option Premiums	Panic markets	Turn fear into opportunity, hedge risk while compounding
Seasonal Supercharger	TOTM + October Effect + Santa Rally	+50% TA (TOTM), +100% (Q4)	Turn-of-month, October, December	Ride historical seasonality
Fibonacci Scaling	23.6%, 38.2%, 50%, 61.8%, 78.6%	Tiered: -50% to +100% TA	Trending pullbacks	Strategic scaling based on market geometry
Trend Rider	MACD + EMA + SMA Crossovers	+100% TA	Trending conditions	Momentum combo for strong confirmation
Momentum Burst	RSI 30 + Volume Spike + Rising A/D Line	+100% TA	Reversals or breakouts	Catch sharp moves with conviction
Volatility Compression	BB Squeeze + MACD Crossover + RSI > 50	+50–100% TA on breakout	Pre-breakout conditions	Compression leads to expansion
Cloud Confirmation	Ichimoku Cloud + EMA + OBV	50% TA base, +100% when aligned	Long-term trend confirmation	Strong structure, trend, and volume flow
All-Terrain Stack	Seasonality + Sentiment + Fibonacci + VIX + P&F	+50% base, +100% with VIX/P&F	Rotational or uncertain markets	Broad, resilient blend for many environments
Manual Checklist Mode	4+ from P&F, BB, RSI Div, Seasonality, VIX, Sentiment	+100% TA	Any high-conviction moment	Stack signals before committing capital

📊 Performance Table: Strategy Stacks

Stack Name	Final Value ($)	CAGR (%)	Notes
All-Clear Stack	49,800,000	45.2	Every signal green
Pro Stack	37,800,000	43.8	Volatile trend champion
Macro Confirm	37,000,000	43.7	Macro + seasonality blend
Reversal Magnet	36,500,000	43.6	Crash sniper
Compression Break	35,000,000	43.4	Pre-explosion filter
Confluence Combo	34,500,000	43.3	Great bottom picker