Weekly Brief
07/22/2016

The strategies ended higher across the board this week. Global Equities – which last week returned to offense for the first time in more than a year – led with a 1.16% gain. Elsewhere, Sector Switch and Intermarket Matrix added 0.63% and 0.27% respectively, while Market Cap Blend trailed with a 0.17% advance. Our broad US equity measure tacked on 0.65%.

Across Relative Strength tables, we registered nine RS chart changes (see Matrix, Global Eqs), two RS chart reversals (see Global Eqs), and three fund rank changes (see Global Eqs). Fifteen RS charts ended the week on reversal alert (see Blend, Global Eqs).

At the portfolio level, there were no position changes or dividend distributions to report this week.

Below, we detail all holdings, past-week position returns, fund rankings and past-week fund returns on a strategy-by-strategy basis. We also break down the above-mentioned RS table developments.

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Weekly Brief
07/15/2016

The strategies turned in very mixed results this week. Market Cap Blend was our only winner, with a solid 2.36% gain. Elsewhere, Sector Switch gave up 0.04%, Global Equities slipped 0.28% and Intermarket Matrix lost a heavy 3.19%. Our broad US equity measure rose 1.50%.

Across Relative Strength tables, we counted seven RS chart changes (see Matrix, Blend, Global Eqs), two RS chart reversals (see Matrix), and three fund rank changes (see Matrix). Twenty-three RS charts ended the week on reversal alert (see Matrix, Sectors, Blend, Global Eqs).

At the portfolio level, there were three position changes (see Global Eqs) and one dividend distribution (see Blend) to report this week.

Below, we detail all holdings, past-week position returns, fund rankings and past-week fund returns on a strategy-by-strategy basis. We also break down the above-mentioned position changes, dividend distribution and RS table developments.

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Trade Alert: 3 New Actions Taken
07/14/2016

Three portfolio-level changes were made today by a single strategy. Details are as follows:

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Weekly Brief
07/08/2016

The strategies turned in mixed results this week. Sector Switch led with a 1.86% gain and Market Cap Blend tacked on 1.08%. Elsewhere, Global Equities, which remains on defense, advanced a very modest 0.01%, while Intermarket Matrix retreated 0.33%. Our broad US equity measure added 1.30%.

Across Relative Strength tables, we counted 23 RS chart changes (see Matrix, Sectors, Global Eqs), three RS chart reversals (see Matrix), and four fund rank changes (see Matrix). Sixteen RS charts ended the week on reversal alert (see Matrix, Blend, Global Eqs).

At the portfolio level, there were two position changes (see Matrix) and three dividend distributions (see Matrix, Sectors, Global Eqs) to report this week.

Below, we detail all holdings, past-week position returns, fund rankings and past-week fund returns on a strategy-by-strategy basis. We also break down the above-mentioned position changes, dividend distributions and RS table developments.

(more…)

Trade Alert: 2 New Actions Taken
07/07/2016

Two portfolio-level changes were made today by a single strategy. Details are as follows:

(more…)

Weekly Brief
07/01/2016

The strategies moved collectively higher this week, as markets seemed to shrug off last week’s Brexit worries. Intermarket Matrix led with a very solid 4.42% gain. Market Cap Blend and Sector Switch tacked on 3.18% and 3.16% respectively, while Global Equities, which remains defensively positioned, eked out a 0.12% win. Our broad US equity measure advanced 3.34%.

Across Relative Strength tables, we picked up 31 RS chart changes (see Matrix, Sectors, Global Eqs), four RS chart reversals (see Matrix, Global Eqs), and two fund rank changes (see Matrix). Another 19 RS charts ended the week on reversal alert (see Matrix, Blend, Global Eqs).

At the portfolio level, there were no position changes to report this week. There were, however, three dividend distributions (see Matrix, Sectors, Blend).

Below, we detail all holdings, past-week position returns, fund rankings and past-week fund returns on a strategy-by-strategy basis. We also break down the above-mentioned dividend distributions and RS table developments.

(more…)

Weekly Brief
06/24/2016

The strategies weathered the “Brexit” shock with varying levels of success this week. Defensively-positioned Global Equities led with a modest but welcomed 0.10% gain. Intermarket Matrix fared similarly by advancing 0.08%, while Market Cap Blend and Sector Switch suffered 1.46% and 1.61% declines respectively. Our broad US equity measure lost 1.59%.

Predictably, it was an active week across Relative Strength tables, where we counted 19 RS chart changes (see Matrix, Blend, Global Eqs), five RS chart reversals (see Matrix, Global Eqs), and four fund rank changes (see Matrix, Global Eqs). Another 19 RS charts ended the week on reversal alert (see Matrix, Sectors, Blend, Global Eqs).

At the portfolio level, there were no position changes or dividend distributions to report.

Below, we detail all holdings, past-week position returns, fund rankings and past-week fund returns on a strategy-by-strategy basis. We also break down the above-mentioned RS chart changes, chart reversals, fund rank changes and chart reversal alerts.

(more…)

Weekly Brief
06/17/2016

The strategies turned in mixed results this week. Intermarket Matrix fared best with a 0.44% gain. Elsewhere, defensively-positioned Global Equities crept up 0.10%, while Sector Switch and Market Cap Blend fell back 0.49% and 1.53% respectively. Our broad US equity measure lost 1.69%.

Across Relative Strength tables, we recorded seven RS chart changes (see Matrix, Sectors, Global Eqs), three RS chart reversals (see Matrix, Global Eqs), and two fund rank changes (see Global Eqs). Twenty-three RS charts ended the week on reversal alert (see Matrix, Sectors, Blend, Global Eqs).

At the portfolio level, there were no position changes or dividend distributions to report this week.

Below, we detail all holdings, past-week position returns, fund rankings and past-week fund returns on a strategy-by-strategy basis. We also break down the above-mentioned RS chart changes, chart reversals, fund rank changes and chart reversal alerts.

(more…)

Weekly Brief
06/10/2016

The strategies drifted mostly higher this week. Intermarket Matrix led with a modest 0.35% gain. Market Cap Blend and defensively-positioned Global Equities crept up 0.25% and 0.16% respectively, while Sector Switch slipped 0.45%. Our broad US equity measure lost 0.10%.

Across Relative Strength tables, we registered 16 RS chart changes (see Matrix, Sectors, Blend, Global Eqs), four RS chart reversals (see Matrix, Sectors, Blend), and five fund rank changes (see Matrix). Twenty RS charts ended the week on reversal alert (see Matrix, Sectors, Blend, Global Eqs).

At the portfolio level, there were no position changes to report this week. There were, however, three dividend distributions (see Matrix, Sectors, Global Eqs).

Below, we detail all holdings, past-week position returns, fund rankings and past-week fund returns on a strategy-by-strategy basis. We also break down the above-mentioned dividend distributions and RS table developments.

(more…)

Weekly Brief
06/03/2016

The strategies finished collectively higher this week. Intermarket Matrix led with a 0.82% gain. Market Cap Blend added 0.43% while Global Equities and Sector Switch rose 0.16% and 0.07% respectively. Our broad US equity measure crept up 0.02%.

Across Relative Strength tables, we recorded seven RS chart changes (see Matrix, Global Eqs), four RS chart reversals (see Global Eqs), and five fund rank changes (see Global Eqs). Nineteen RS charts ended the week on reversal alert (see Matrix, Sectors, Blend, Global Eqs).

At the portfolio level, there were no position changes or dividend distributions to report this week.

Below, we detail all holdings, past-week position returns, fund rankings and past-week fund returns on a strategy-by-strategy basis. We also break down the above-mentioned RS chart changes, chart reversals, fund rank changes and chart reversal alerts.

(more…)

Weekly Brief
05/27/2016

The strategies finished mostly higher this week. Market Cap Blend led with a solid 2.76% gain. Sector Switch and Intermarket Matrix added 1.66% and 1.57% respectively, while defensively-positioned Global Equities lost a fractional 0.02%. Our broad US equity measure, meanwhile, surged 2.31%.

Across Relative Strength tables, we counted ten RS chart changes (see Matrix, Global Eqs), five RS chart reversals (see Matrix, Global Eqs), and six fund rank changes (see Matrix, Global Eqs). Twenty-two RS charts ended the week on reversal alert (see Matrix, Sectors, Blend, Global Eqs).

At the portfolio level, there were no position changes or dividend distributions to report this week.

Below, we detail all holdings, past-week position returns, fund rankings and past-week fund returns on a strategy-by-strategy basis. We also break down the above-mentioned RS table developments.

(more…)

Weekly Brief
05/20/2016

The strategies finished mostly lower this week. Market Cap Blend our only winner, with a 0.80% gain. Elsewhere, defensively-positioned Global Equities lost 0.20%, Sector Switch gave up 0.66% and Intermarket Matrix slumped 2.12%. Our broad US equity measure rose 0.36%.

Across Relative Strength tables, we counted ten RS chart changes (see Matrix) and one RS chart reversal (see Matrix). There were no fund rank changes and 15 RS charts ended the week on reversal alert (see Matrix, Sectors, Blend, Global Eqs).

At the portfolio level, there were no position changes or dividend distributions to report this week.

Below, we detail all holdings, past-week position returns, fund rankings and past-week fund returns on a strategy-by-strategy basis. We also break down the above-mentioned RS chart changes, chart reversal and chart reversal alerts.

(more…)

Weekly Brief
05/13/2016

The strategies finished lower across the board this week. Defensively-positioned Global Equities fared best, with a fractional 0.01% loss. Elsewhere, Market Cap Blend, Intermarket Matrix and Sector Switch gave up 0.64%, 1.01% and 1.03% respectively. Our broad US equity measure fell 0.47%.

Across Relative Strength tables, we counted just five RS chart changes (see Matrix). There were no RS chart reversals or fund rank changes, and 11 RS charts ended the week on reversal alert (see Matrix, Sectors, Blend, Global Eqs).

At the portfolio level, there were no position changes or dividend distributions to report this week.

Below, we detail all holdings, past-week position returns, fund rankings and past-week fund returns on a strategy-by-strategy basis. We also break down the above-mentioned RS chart changes and chart reversal alerts.

(more…)

Weekly Brief
05/06/2016

The strategies finished mostly higher this week. Intermarket Matrix was far and away our best performer, with a very solid 3.78% gain. Sector Switch and Global Equities crept up 0.20% and 0.07% respectively, while Market Cap Blend trailed with a 0.84% loss. Our broad US equity measure fell 0.30%.

It was a very quiet week across Relative Strength tables, where we counted just two RS chart changes (see Matrix). There were no RS chart reversals or fund rank changes, and 18 RS charts ended the week on reversal alert (see Matrix, Sectors, Blend, Global Eqs).

At the portfolio level, there were no position changes to report this week. There were, however, three dividend distributions (see Matrix, Sectors, Global Eqs).

Below, we detail all holdings, past-week position returns, fund rankings and past-week fund returns on a strategy-by-strategy basis. We also break down the above-mentioned dividend distributions, RS chart changes and RS chart reversal alerts.

(more…)

Weekly Brief
04/29/2016

The strategies ended the week mostly lower. Defensively-positioned Global Equities was our only winner, with a very modest 0.12% gain. Elsewhere, Sector Switch and Intermarket Matrix lost 0.13% and 0.16% respectively, while Market Cap Blend trailed badly with a 1.60% loss. Our broad US equity measure fell 0.76%.

Across Relative Strength tables, we registered a whopping 41 RS chart changes (see Matrix, Sectors, Blend, Global Eqs), 11 RS chart reversals (see Matrix, Sectors, Blend, Global Eqs), and 11 fund rank changes (see Matrix, Blend, Global Eqs). Another 37 RS charts ended the week on reversal alert (see Matrix, Sectors, Blend, Global Eqs).

At the portfolio level, there were two position changes to report (see Blend). There were no dividend distributions this week.

Below, we detail all holdings, past-week position returns, fund rankings and past-week fund returns on a strategy-by-strategy basis. We also break down the above-mentioned position changes and RS table developments.

(more…)

Trade Alert: 2 New Actions Taken
04/26/2016

Two portfolio-level changes were made today by a single strategy. Details are as follows:

(more…)

Weekly Brief
04/22/2016

The strategies ended the week collectively lower. Defensively-positioned Global Equities fared best with 0.14% loss. Sector Switch and Market Cap Blend lost 0.27% and 0.60% respectively, while Intermarket Matrix fell a much heavier 1.63%. Our broad US equity measure rose 0.57%.

It was a busy week across Relative Strength tables, where we counted 27 RS chart changes (see Matrix, Sectors, Blend, Global Eqs), four RS chart reversals (see Matrix, Sectors, Blend), and a whopping 11 fund rank changes (see Matrix, Sectors, Blend). Another 27 RS charts ended the week on reversal alert (see Matrix, Sectors, Blend, Global Eqs).

At the portfolio level, there were two position changes to report (see Blend). There were no dividend distributions.

Below, we detail all holdings, past-week position returns, fund rankings and past-week fund returns on a strategy-by-strategy basis. We also break down the above-mentioned position changes and RS table developments.

(more…)

Trade Alert: 2 New Actions Taken
04/22/2016

Two portfolio-level changes were made today by a single strategy. Details are as follows:

(more…)

Weekly Brief
04/15/2016

The strategies finished mostly higher this week. Sector Switch led with a 1.52% gain and Market Cap Blend added 1.27%. Elsewhere, Intermarket Matrix crept up a modest 0.14% while defensively-positioned Global Equities slipped 0.01%. Our broad US equity measure rose 1.60%.

Across Relative Strength tables, we counted 12 RS chart changes (see Matrix, Sectors, Global Eqs). There were no RS chart reversals or fund rank changes and 22 RS charts ended the week on reversal alert (see Sectors, Blend, Global Eqs).

At the portfolio level, there were no position changes or dividend distributions to report this week.

Below, we detail all holdings, past-week position returns, fund rankings and past-week fund returns on a strategy-by-strategy basis. We also break down the above-mentioned RS chart changes and chart reversal alerts.

(more…)

Weekly Brief
04/08/2016

The strategies ended the week mostly lower. Defensively-positioned Global Equities was our only winner, with a modest 0.19% gain. Elsewhere, Intermarket Matrix slipped 0.21% while Market Cap Blend and Sector Switch fell 1.10% and 1.32% respectively. Our broad US equity measure lost 1.17%.

Across Relative Strength tables, we counted nine RS chart changes (see Matrix, Sectors). There were no RS chart reversals or fund rank changes to report, and just 11 RS charts ended the week on reversal alert (see Matrix, Blend, Global Eqs).

At the portfolio level, there were no position changes this week. There were, however, three dividend distributions (see Matrix, Sectors, Global Eqs).

Below, we detail all holdings, past-week position returns, fund rankings and past-week fund returns on a strategy-by-strategy basis. We also break down the above-mentioned dividend distributions, RS chart changes and RS chart reversal alerts.

(more…)