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:

(more…)

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…)

Trade Alert: 2 New Actions Taken
02/03/2015

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

(more…)

Weekly Brief
01/30/2015

Renewed volatility on Wall Street sent the strategies mostly lower this week. Defensively-positioned Global Equities was our only winner, with a modest 0.15% gain. Sector Switch, Intermarket Matrix and Market Cap Blend lost 0.78%, 1.48% and 1.82% respectively. Our broad US equity measure, meanwhile, fell a heavy 2.14%.

It was an active week across Relative Strength tables, where we registered 24 RS chart changes (see Matrix, Sectors, Blend, Global Eqs), five RS chart reversals (see Blend), and five fund rank changes (see Blend). 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 to report this week. There was, however, one dividend distribution (see Matrix).

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
01/23/2015

The strategies ended mostly higher this week. Market Cap Blend fared best, with a 1.80% gain. Sector Switch and Intermarket Matrix rose 1.44% and 1.34% respectively, while Global Equities – which remains defensively positioned in short-term bonds – posted a modest 0.04% loss. Our broad US equity measure added 1.66%.

Across Relative Strength tables, we picked up 16 RS chart changes (see Matrix, Sectors, Blend), one RS chart reversal (see Blend), and two fund rank changes (see Blend). 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.

(more…)

Weekly Brief
01/16/2015

For a third week running, the strategies ended mostly lower. Global Equities benefitted once again from its defensive positioning, posting a 0.24% gain. Intermarket Matrix, Market Cap Blend and Sector Switch lost 0.83%, 1.11% and 1.13% respectively. Our broad US equity measure, meanwhile, slipped another 1.28%.

Across Relative Strength tables, we counted 31 RS chart changes (see Matrix, Sectors, Blend) and two RS chart reversals (see Matrix, Blend). There were no fund rank changes, though 17 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 and chart reversal alerts.

(more…)

Weekly Brief
01/09/2015

For a second straight week, the strategies ended mostly lower. Global Equities was again our only winner, its defensive posture producing a modest 0.17% gain. Intermarket Matrix, Sector Switch and Market Cap Blend lost 0.22%, 0.53% and 0.95% respectively. Our broad US equity measure, meanwhile, fell 0.57%.

Across Relative Strength tables, we picked up 29 RS chart changes (see Matrix, Sectors, Global Eqs) and one RS chart reversal (see Matrix). There were no fund rank changes and just nine 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 chart developments.

(more…)

Weekly Brief
01/02/2015

The strategies kicked off the new year in lackluster fashion. Global Equities – which remains defensively positioned – was our only winner, with a 0.24% gain. Sector Switch, Market Cap Blend and Intermarket Matrix lost 0.08%, 0.89% and 0.94% respectively. Our broad US equity measure, meanwhile, fell 1.44%.

Across Relative Strength tables, we picked up 20 RS chart changes (see Matrix, Global Eqs) and one RS chart reversal (see Global Eqs). There were no fund rank changes and just five 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, six dividend distributions (see Matrix, Sectors, Blend, 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
12/26/2014

The strategies finished mostly higher again this holiday-shortened week. Sector Switch led with a 1.35% gain. Market Cap Blend added 0.68% and Intermarket Matrix tacked on 0.60%, while Global Equities posted a 0.11% loss. Our broad US equity measure ended 0.93% higher.

Activity was subdued this week across Relative Strength tables, where we registered just six RS chart changes (see Matrix). There were no RS chart reversals or fund rank changes and just eight RS charts ended the week on reversal alert (see Sectors, Blend, Global Eqs).

At the portfolio level, there were neither position changes nor 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.

(more…)

Weekly Brief
12/19/2014

The strategies finished mostly higher this week, benefiting from a sharp rebound in US stock prices. Market Cap Blend was our best performer, with a 2.80% gain. Intermarket Matrix and Sector Switch added 2.09% and 0.81% respectively, while Global Equities – which remains defensively positioned in short-term bonds – logged a 0.24% loss. Our broad US equity measure also rose 2.80%.

It was another very active week across Relative Strength tables, where we counted 40 RS chart changes (see Matrix, Sectors, Global Eqs), four RS chart reversals (see Matrix, Global Eqs), and three fund rank changes (see Matrix). 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.

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 activity.

(more…)

Weekly Brief
12/12/2014

The strategies ended mostly lower this week. Global Equities – which remains defensively positioned in short-term bonds – was our only winner, posting a 0.15% gain. Sector Switch, Intermarket Matrix and Market Cap Blend lost 1.31%, 2.42% and 2.64% respectively. Our broad US equity measure, meanwhile, plunged 3.42%.

It was yet another very active week across Relative Strength tables, where we racked up a whopping 57 RS chart changes (see Matrix, Sectors, Global Eqs), eight RS chart reversals (see Matrix, Sectors, Global Eqs), and six fund rank changes (see Matrix, 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…)