Rebalance on first trading day of the year

Research
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Thanks guys! I still had some issues after implementing the suggestions so I reached out to P123 for support. Now everything is working exactly the way I wanted it to.

For anyone trying to implement a SIM with an annual rebalance that trades on the first trading day of the year, this is what you have to do:

  1. Set rebalance frequency to “Weekly”
  2. Set allow immediate buy back to “yes”
  3. Set Force positions into universe to “yes”
  4. Set up the buy rule as: Month = 1 & MonthDay >= 2 & MonthDay <= 7
  5. Set up the sell rule as: Month = 1 & MonthDay >= 2 & MonthDay <= 7 & NoDays > 355

I guess the 355 day is overkill but that’s ok…Now it’s bulletproof.