Weekly Brief
05/22/2015

The strategies drifted mostly higher again this week. Global Equities led with a 0.53% gain. Market Cap Blend and Sector Switch added 0.44% and 0.26% respectively, while Intermarket Matrix lost 1.54%. Our broad US equity measure rose 0.26%.

It was a very quiet week across Relative Strength tables, where we registered just three RS chart changes (see Matrix, Global Eqs). There were no RS chart reversals or fund rank changes, and 12 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 chart changes.

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Weekly Brief
05/15/2015

The strategies finished mostly higher this week. Market Cap Blend led, with a 0.71% gain. Global Equities and Intermarket Matrix added 0.58% and 0.37% respectively, while Sector Switch lost 0.01%. Our broad US equity measure rose 0.39%.

Across Relative Strength tables, we picked up just ten RS chart changes (see Matrix, Sectors). There were no RS chart reversals or fund rank changes, and 25 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.

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Weekly Brief
05/08/2015

The strategies turned in mixed results this week. Sector Switch fared best, with 0.28% gain. Market Cap Blend rose 0.24%, while Global Equities and Intermarket Matrix fell 0.05% and 1.14% respectively. Our broad US equity measure gained 0.43%.

Across Relative Strength tables, we picked up ten new RS chart changes (see Matrix). There were no RS chart reversals or fund rank changes, and 23 RS charts ended the week on reversal alert (see 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.

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Weekly Brief
05/01/2015

The strategies reversed course again this week and veered collectively lower. Market Cap Blend fared best, with a 0.75% loss. Global Equities, Intermarket Matrix and Sector Switch shed 0.77%, 0.93% and 1.65% respectively. Our broad US equity measure, meanwhile, ended 0.44% lower, but was dead even on the week after accounting for a dividend distribution.

Across Relative Strength tables, we picked up 18 RS chart changes (see Matrix, Global Eqs), one RS chart reversal (see Global Eqs), and two fund rank changes (see Matrix). Another 18 charts ended the week on reversal alert (see Sectors, Blend, Global Eqs).

At the portfolio level, there were two position changes (see Matrix) and two dividend distributions (see Matrix, Global Eqs) 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 position changes, dividend distributions and RS table developments.

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Trade Alert: 2 New Actions Taken
04/30/2015

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

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Weekly Brief
04/24/2015

The strategies recovered last week’s losses and pressed higher this week. Global Equities was our best performer, with a 2.73% gain. Sector Switch added 2.45%, while Market Cap Blend and Intermarket Matrix tacked on 1.85% and 1.35% respectively. Our broad US equity measure rose 1.78%.

Across Relative Strength tables, we recorded just five RS chart changes (see Matrix, Sectors, Global Eqs) and one RS chart reversal (see Global Eqs). There were no fund rank changes. Twenty two 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
04/17/2015

The strategies snapped a two-week winning streak and ended collectively lower this week. Intermarket Matrix fared best, with a 0.63% loss. Market Cap Blend, Global Equities and Sector Switch shed 1.21%, 1.27% and 1.32% respectively. Our broad US equity measure fell 1.00%.

Activity picked up across Relative Strength tables, where we registered 22 RS chart changes (see Matrix, Global Eqs), four RS chart reversals (see Matrix, Global Eqs), and four fund rank changes (see Matrix, Global Eqs). Eighteen 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.

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 and fund rank changes.

(more…)

Weekly Brief
04/10/2015

The strategies pressed higher again this week. Global Equities led with a 1.95% gain. Intermarket Matrix, Market Cap Blend and Sector Switch added 1.36%, 1.29% and 0.99% respectively. Our broad US equity measure rose 1.74%.

Across Relative Strength tables, we picked up six RS chart changes (see Blend, Global Eqs), two RS chart reversals (see Global Eqs) and two fund rank changes (see Global Eqs). Seventeen 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, two more 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.

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Weekly Brief
04/02/2015

The strategies bounced collectively higher this holiday-shortened week. Sector Switch led with a 1.15% gain. Market Cap Blend, Global Equities and Intermarket Matrix added 1.10%, 0.34% and 0.33% respectively. Our broad US equity measure also rose 0.34%. Note that US markets are closed tomorrow in observance of Good Friday.

Across Relative Strength tables, we picked up just three RS chart changes (see Blend) and one RS chart reversal (see Blend). There were no fund rank changes and 19 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, four dividend distributions (see Sectors, Blend, Global Eqs) 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 dividend distributions and RS table developments.

(more…)

Weekly Brief
03/27/2015

The strategies gave back much of last week’s gains and followed equity indexes sharply lower this week. Intermarket Matrix fared best, with a 1.81% loss. Sector Switch, Global Equities and Market Cap Blend shed 1.96%, 2.30% and 2.53% respectively. Our broad US equity measure, meanwhile, slipped 2.22%.

Across Relative Strength tables, we counted just six RS chart changes (see Matrix, Blend, Global Eqs) and one RS chart reversal (see Blend). There were no fund rank changes, though 22 RS charts ended the week on signal reversal alert (see Matrix, 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.

(more…)

Weekly Brief
03/20/2015

The strategies turned collectively higher this week. Market Cap Blend led the pack with a solid 2.89% gain. Global Equities, Sector Switch and Intermarket Matrix added 2.72%, 2.03% and 1.26% respectively. Our broad US equity measure, meanwhile, tacked on 2.23%.

Across Relative Strength tables, we registered 17 new RS chart changes (see Matrix, Sectors, Blend) and two new fund rank changes (see Matrix). Nineteen charts ended the week on signal reversal alert (see Matrix, Sectors, Blend, Global Eqs).

At the portfolio level, there was another 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.

(more…)

Trade Alert: 1 New Action Taken
03/17/2015

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

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Weekly Brief
03/13/2015

For a second week running, the strategies finished lower across the board. Sector Switch again led, with a mild 0.06% loss. Elsewhere, Market Cap Blend and Global Equities fell 0.71% and 1.32% respectively, while Intermarket Matrix plunged a very heavy 4.48% and was unceremoniously stopped out of its recently opened commodity-based position. Our broad US equity measure fell 0.80%.

It was another active week across Relative Strength tables, where we counted whopping 41 RS chart changes (see Matrix, Sectors, Blend, Global Eqs), three RS chart reversals (see Blend), and four fund rank changes (see Blend). Thirteen RS charts ended the week on reversal alert (see Matrix, 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.

(more…)

Trade Alert: 1 New Action Taken
03/13/2015

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

(more…)

Weekly Brief
03/06/2015

The strategies finished collectively lower this week. Sector Switch fared best with a relatively modest 0.96% loss. Meanwhile, Global Equities, Market Cap Blend and Intermarket Matrix lost 1.29%, 1.42% and 2.03% respectively. Our broad US equity measure slipped 1.50%.

Activity picked up again across Relative Strength tables, where this week we counted 30 RS chart changes (see Matrix, Sectors, Blend, Global Eqs) and one RS chart reversal (see Global Eqs). There were no fund rank changes, though ten RS charts ended the week on reversal alert (see Matrix, Blend, Global Eqs).

At the portfolio level, there were no position changes to report. 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
02/27/2015

The strategies posted mixed results this week. Intermarket Matrix reversed a good chunk of last week’s loss with a 1.45% gain. Elsewhere, Sector Switch tacked on 0.75%, while Market Cap Blend and Global Equities lost 0.25% and 0.28% respectively. Our broad US equity measure dipped 0.27%.

Activity was subdued across Relative Strength tables, where we registered just two RS chart changes (see Sectors, Blend). There were no RS chart reversals or fund rank changes, though nine 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 chart changes and chart reversal alerts.

(more…)

Weekly Brief
02/20/2015

The strategies ended the week mostly higher. Global Equities, Market Cap Blend and Sector Switch gained 1.13%, 1.01% and 0.47% respectively. Meanwhile, Intermarket Matrix lost 2.68% as oil prices continued to fluctuate sharply. Our broad US equity measure rose 0.70% and made a fresh all-time high in the process.

Across Relative Strength tables, we picked up 14 RS chart changes (see Matrix, Sectors, Blend), one RS chart reversal (see Blend), and two fund rank changes (see Blend). Eleven RS charts ended the week on reversal alert (see Matrix, 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 changes, chart reversal, fund rank changes and chart reversal alerts.

(more…)

Weekly Brief
02/13/2015

The strategies finished higher across the board this week. Market Cap Blend led with a 2.01% gain, while Sector Switch advanced 1.97%. Elswhere, Global Equities rose 0.64% after closing its defensive short-term bond position and opening fresh offensive ones, and Intermarket Matrix crept up 0.53%. Our broad US equity measure tacked on another 2.06% and ended the week at a fresh all-time high.

Across Relative Strength tables, we counted 16 RS chart changes (see Matrix, Sectors, Global Eqs), one RS chart reversal (see Matrix), and two fund rank changes (see Matrix). Five RS charts ended the week on reversal alert (see Blend, Global Eqs).

At the portfolio level, there were three more position changes this week (see Global Eqs). There were no 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 position changes and and RS table developments.

(more…)

Trade Alert: 3 New Actions Taken
02/12/2015

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

(more…)

Weekly Brief
02/06/2015

The strategies turned in mixed results this week. Market Cap Blend posted a very solid 3.31% gain and Sector Switch added 2.77%. Intermarket Matrix, meanwhile, shed 0.09% following a risky rotation from stocks to commodities, and defensively-positioned Global Equities gave up 0.37%. Our broad US equity measure tacked on 3.06%.

Across Relative Strength tables, we recorded 13 RS chart changes (see Matrix), ten RS chart reversals (see Matrix), and eight fund rank changes (see Matrix). Eight 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…)