Combo-MF Position Sizing

[pdp-brugge]

As my new back tests are showing now, I will be using 5 of the 9 sub-components of the S&P sectors: XLB, XLF, XLI, XLK & XLY besides my Combo-MF.
Finding valid ETFs for these sub-components is easy except for XLY. XLY is the Consumer Discretionary Select Sector SPDR Fund. Stock-Encyclopedia.com gives UGE and UCC as double ETFs for respectively Consumer Goods and Consumer Services. I am a bit puzzled which one to choose: UGE or UCC

Can anyone advice?

PdP

[lisa]

pdp,

pascal, paul duncan, or someone else could probably advise better, but it looks to me like the composition of UCC http://finance.yahoo.com/q/hl?s=UCC+Holdings is more similar to XLY http://finance.yahoo.com/q/hl?s=XLY+Holdings than UGE http://finance.yahoo.com/q/hl?s=UGE+Holdings

lisa

[pdp-brugge]

Lisa,

Thanks for the reply. Indeed, UCC looks better in terms of composition. I will use UCC for my back-tests.
I hope to report my progress soon.

PdP

[pdp-brugge]

UCC is not so good to trade. Certain days, there is no volume at all. I think that the quotes for UCC that I get from Reuters (I use MetaStock EOD) are not reliable for UCC.
For the XLY model, I will use the single ETF XLY for my back tests.