Weekly Brief
01/20/2017

The strategies finished collectively lower this week. Sector Switch fared best with a 0.14% loss. Elsewhere, Intermarket Matrix and Global Equities shed 0.22% and 0.71% respectively, while Market Cap Blend suffered a heavier 1.43% decline. Our broad US equity measure also lost 0.14%.

For a second straight week, we failed to register a single RS chart change, chart reversal or fund rank change. Ten 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 reversal alerts.

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Weekly Brief
01/13/2017

The strategies turned in mixed results this week. Sector Switch led with a 0.65% gain. Elsewhere, Global Equities and Market Cap Blend crept up 0.14% and 0.01% respectively, while Intermarket Matrix lost a heavy 1.74%. Our broad US equity measure, meanwhile, slipped 0.07%.

It was dead calm across Relative Strength tables, where we failed to register a single RS chart change, RS chart reversal, or fund rank change. Twelve 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 chart reversal alerts.

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Weekly Brief
01/06/2017

The strategies ended the first week of 2017 on mostly firm footing. Sector Switch led with a 1.87% gain. Global Equities and Market Cap Blend added 1.19% and 0.21% respectively, while Intermarket Matrix lost 0.28%. Our broad US equity measure, meanwhile, tacked on another 1.65%.

Across Relative Strength tables, we registered just one RS chart change (see Sectors). There were no RS chart reversals or fund rank changes, and 13 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 change and chart reversal alerts.

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Weekly Brief
12/30/2016

The strategies ended the final week of 2016 mostly lower. Intermarket Matrix was our only winner, with a solid 2.23% gain. Elsewhere, Sector Switch, Market Cap Blend and Global Equities lost 0.32%, 0.38% and 0.62% respectively. Our broad US equity measure fell 0.97%.

Across Relative Strength tables, we counted five RS chart changes (see Matrix, Global Eqs), one RS chart reversal (see Matrix), and two fund rank changes (see Matrix). Fifteen 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 eight dividend distributions (see Matrix, Sectors, Blend, 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.

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Trade Alert: 2 New Actions Taken
12/27/2016

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

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Weekly Brief
12/23/2016

The strategies ended the week essentially flat. Global Equities was our only winner, with a very modest 0.08% gain. Elsewhere, Market Cap Blend, Intermarket Matrix, and Sector Switch slipped 0.01%, 0.04% and 0.16% respectively. Our broad US equity measure added 0.30%.

Across Relative Strength tables, we picked up 13 RS chart changes (see Matrix, Sectors, Global Eqs), three RS chart reversals (see Global Eqs), and three fund rank changes (see Global Eqs). Twenty-one 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.

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Weekly Brief
12/16/2016

The strategies finished collectively lower this week. Global Equities fared best with a 1.49% loss. Elsewhere, Sector Switch, Market Cap Blend, and Intermarket Matrix retreated 1.69%, 1.79% and 2.51% respectively. Our broad US equity measure fell 0.65%.

Across Relative Strength tables, we counted 31 RS chart changes (see Matrix, Global Eqs), eight RS chart reversals (see Matrix, Global Eqs), and eight fund rank changes (see Matrix, Global Eqs). Twenty 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.

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Weekly Brief
12/09/2016

The strategies surged sharply higher this week. Market Cap Blend extended its recent advance with an impressive 6.00% gain. Elsewhere, Global Equities, Intermarket Matrix and Sector Switch tacked on 4.54%, 2.65% and 2.63% respectively. Our broad US equity measure added 3.11%.

Across Relative Strength tables, we registered 41 RS chart changes (see Matrix, Sectors, Blend, Global Eqs), ten RS chart reversals (see Matrix, Blend), and six fund rank changes (see Matrix). Twenty-seven 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, two dividend distributions (see Matrix, Sectors).

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
12/02/2016

The strategies finished mostly lower this week. Intermarket Matrix was our only winner, with a 0.51% gain. Elsewhere, Sector Switch, Global Equities and Market Cap Blend lost 1.48%, 1.62% and 1.90% respectively. Our broad US equity measure fell 0.83%.

Across Relative Strength tables, we counted 30 RS chart changes (see Matrix, Sectors, Blend, Global Eqs), six RS chart reversals (see Matrix, Blend, Global Eqs), and seven fund rank changes (see Matrix, Blend). Another 35 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.

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Weekly Brief
11/25/2016

The strategies ended the holiday-shortened week mostly higher. Market Cap Blend led yet again, posting a solid 2.80% gain. Global Equities and Sector Switch tacked on 2.03% and 1.63% respectively, while Intermarket Matrix lost a fractional 0.05%. Our broad US equity measure rose 1.38%.

Across Relative Strength tables, we recorded 33 RS chart changes (see Matrix, Sectors, Blend, Global Eqs), one RS chart reversal (see Matrix), and two fund rank changes (see Matrix). Another 33 RS charts ended the week on reversal alert (see Matrix, Sectors, Blend, Global Eqs).

At the portfolio level, there was one position change to report this week (see Matrix). 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 change and RS table developments.

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Trade Alert: 1 New Action Taken
11/23/2016

One portfolio-level change was made today by a single strategy. Details are as follows:

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Weekly Brief
11/18/2016

The strategies ended mostly higher this week. Market Cap Blend led again, adding 2.79% to last week’s impressive gain. Sector Switch and Global Equities rose 1.12% and 0.25% respectively, while Intermarket Matrix lost 0.25%. Our broad US equity measure tacked on 0.96%.

It was another very busy week across Relative Strength tables, where we racked up 58 RS chart changes (see Matrix, Sectors, Blend, Global Eqs), 15 RS chart reversals (see Matrix, Sectors, Blend, Global Eqs), and 12 fund rank changes (see Blend, Global Eqs). Twenty-nine RS charts ended the week on reversal alert (see Matrix, Sectors, Blend, Global Eqs).

At the portfolio level, there were four position changes to report this week (see Global Eqs). 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.

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Trade Alert: 4 New Actions Taken
11/14/2016

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

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Weekly Brief
11/11/2016

The strategies posted wildly different results this week, as markets processed US election results. Market Cap Blend led by a country mile with an eye-popping 9.21% gain. Elsewhere, Sector Switch added 2.25%, but Global Equities fell 2.88% and Intermarket Matrix slumped to 4.66% loss. Our broad US equity measure rose 3.77%.

It was a very active week across Relative Strength tables, where we registered a whopping 61 RS chart changes (see Matrix, Sectors, Blend, Global Eqs), 14 RS chart reversals (see Matrix, Sectors, Blend, Global Eqs), and 18 fund rank changes (see Matrix, Sectors, Blend, Global Eqs). Thirty-six RS charts ended the week on reversal alert (see Matrix, Sectors, Blend, Global Eqs).

At the portfolio level, there were three position changes (see Matrix, Blend) and three dividend distributions (see Matrix, Sectors) 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.

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Trade Alert: 3 New Actions Taken
11/09/2016

Three portfolio-level changes were made today across two different strategies. Details are as follows:

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Weekly Brief
11/04/2016

For a second straight week, the strategies finished collectively lower. Intermarket Matrix fared best with a minor 0.07% decline. Elsewhere, Sector Switch, Market Cap Blend and Global Equities suffered much heavier 1.25%, 2.54% and 3.94% losses respectively. Our broad US equity measure gave up 1.55%.

Across Relative Strength tables, we counted just four 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 was, however, one dividend distribution (see 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 distribution and RS table developments.

(more…)

Weekly Brief
10/28/2016

The strategies finished collectively lower this week. Global Equities fared best with a 0.94% loss. Elsewhere, Sector Switch, Market Cap Blend and Intermarket Matrix lost 1.64%, 1.79% and 1.81% respectively. Our broad US equity measure slipped 0.67%.

Across Relative Strength tables, we counted 12 RS chart changes (see Matrix, Sectors, Global Eqs) and one RS chart reversal (see Matrix). There were no fund rank changes and 14 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, chart reversal and chart reversal alerts.

(more…)

Weekly Brief
10/21/2016

The strategies ended the week mostly higher. Global Equities was by far our best performer, posting a solid 3.01% gain. Elsewhere, Intermarket Matrix and Sector Switch tacked on 1.11% and 0.78% respectively, while Market Cap Blend lost a manageable 0.06%. Our broad US equity measure added 0.40%.

Across Relative Strength tables, we counted 12 RS chart changes (see Global Eqs), one RS chart reversal (see Global Eqs), and five fund rank changes (see Global Eqs). Sixteen 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
10/14/2016

The strategies endured another lackluster run this week. Global Equities again was our only winner, with a very modest 0.16% gain. Elsewhere, Sector Switch, Market Cap Blend and Intermarket Matrix lost 0.90%, 1.20% and 1.44% respectively. Our broad US equity measure fell 0.89%.

Across Relative Strength tables, we picked up 11 new RS chart changes (see Matrix, Global Eqs), but no RS chart reversals or fund rank changes. Fifteen 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 table developments.

(more…)

Weekly Brief
10/07/2016

The strategies ended mostly lower this week. Global Equities was our only winner, with a solid 1.71% gain. Elsewhere, Sector Switch and Market Cap Blend lost 0.51% and 0.69% respectively, while Intermarket Matrix dropped a heavier 2.10% as US bonds sold off. Our broad US equity measure fell 0.58%.

It was an active week across Relative Strength tables, where we registered 28 RS chart changes (see Matrix, Sectors, Blend, Global Eqs), five RS chart reversals (see Matrix, Sectors, Blend), and eight fund rank changes (see Matrix, Blend). Nineteen 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. There were, however, three dividend distributions (see Matrix, Sectors).

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…)