The Dynamic Core strategy’s goal is to achieve the returns of the market while the markets are advancing, but when the markets are declining, take the risk out by moving to a Beta of zero by hedging the portfolio. Please click the link below to continue reading: PVG – Dynamic Core Monthly Update (Oct 2019)…
Read BlogThe Navigator strategy combines two of our strategies into one, our Loss Averse Equity Income strategy (LAEI) and Dynamic Core (DC). LAEI is a higher yielding equity income strategy that generally yields around 5%. This strategy has made money in some of the more difficult bear markets. Please click the link below to continue reading:…
Read BlogThis is a big week with the Federal Reserve meeting and likely deciding to cut interest rates, also with Apple reporting earnings both on Wednesday. Please click the link below to continue reading: Market in a Minute 2019-10-29
Read BlogThere are six major market issues we are focused on, China, the Federal Reserve, the economy, earnings, valuations, and the technicals of the market. Please click the link below to continue reading: Market in a Minute 2019-10-22
Read BlogOn Friday, we got the news on the cease fire of the trade war with China. There are a lot of issues that still need to be resolved and this may be just the start of a long process, nevertheless, we see this as a positive. Please click the link below to continue reading: Market…
Read BlogThe stock indices are about flat over the past 12 months but with some severe volatility as the market fell almost 20% from high to low last year, then to make that up in early 2019. However, the result is a flat 12-month period virtually no appreciation. Please click the link below to continue reading:…
Read BlogThe markets reacted very negatively last week to weak economic data. The current estimate for GDP growth for the third quarter from GDP-Now is 1.8%. Please click the link below to continue reading: Market in a Minute 2019-10-08
Read BlogThe stock market sold off a little last week and it was a combination of China trade war, a natural pullback in front of 3rd quarter earnings, and some of it was just algorithm trades hitting the market from the “impeachment” headlines of Trump. Please click the link below to continue reading: Market in a…
Read BlogWhen forecasting the market’s movements, it is so much easier to do it over the longer-term. One of things we stressed in our “Road Map” white paper on asset allocation from July is the last 10-years will look completely different than the next 10-years. Please click the link below to continue reading: Market in a…
Read BlogBelow is the Russel 1000 Value in blue and the Russell 1000 Growth in green over the last 30 days, showing Value outperforming Growth by over 4% over the most recent period. Please click the link below to continue reading: Market in a Minute 2019-09-17
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