@LarryWink Thank you for your kind words.
Maybe you are a finance guru already; just testing us out now.
Regarding look back of 3 months – there is a lot of literature available saying that the more optimum look back period is between 6m and 1 year. In fact, they are saying that 3m is not very helpful. I mentioned this in the 2nd video also. If we want to reward recency, we can give a higher weightage to 6m performance. Currently we are doing 50% for 6m and 50% for 1year. We can change to 70 or 75% for 6m. This will need some backtesting; resource for which I do not have. What I will try and do is check what happens to the pf when I use a weightage of 70% for 6m for the next couple of months. We can review after about 6 months.
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