fred99998
 ( 20.26% )
- ago
When backtesting a rotational strategy, the required number of positions is not always present.

For example, a strategy where there is a rotation of 10 positions, sometimes there are 8 positions and very often 9.





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Cone8
 ( 6.29% )
- ago
#1
There are reasons for everything, and this can certainly happen due to NSF positions or because a stock was removed from the index.

However, the big gap down to 8 positions might be indicative of a data error or maybe a constituent error in our historical file. I'll check on it.
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Cone8
 ( 6.29% )
- ago
#2
There are 16 NSF positions for that backtest - and you can count them in the gaps for Open Positions.

Rotation strategies are already pretty lenient with a 1.2 Margin factor, but it looks like even more margin is required to be assured a Position.
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