Weekly Brief
11/21/2014

The strategies ended the week collectively higher. Market Cap Blend was our best performer, with a 1.05% gain. Intermarket Matrix added 0.97%, Sector Switch 0.94% and Global Equities (which remains defensively positioned in short-term bonds, albeit barely) a fractional 0.01%. Our broad US equity measure, meanwhile, tacked on 1.19% and touched a new all-time high in the process.

Across Relative Strength tables, we picked up 12 RS chart changes (see Matrix, Sectors, Global Eqs) and two RS chart reversals (see Global Eqs). Sixteen 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, chart reversals and chart reversal alerts.

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Weekly Brief
11/14/2014

The strategies finished mostly higher this week. Sector Switch was our best performer, with a 1.45% gain. Intermarket Matrix and Global Equities added 0.34% and 0.02% respectively, while Market Cap Blend broke even. Our broad US equity measure rose 0.44%.

It was another active week across Relative Strength tables, where we registered 26 RS chart changes (see Matrix, Sectors, Global Eqs), four RS chart reversals (see Matrix, Global Eqs), and two fund rank changes (see Global Eqs). Sixteen 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 chart changes, chart reversals, fund rank changes and chart reversal warnings.

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Weekly Brief
11/07/2014

The strategies turned in mixed results this week. Market Cap Blend was our best performer with a 0.91% gain. Intermarket Matrix added 0.72%, while Global Equities (which remains defensively positioned in short-term bonds) broke even and Sector Switch slipped 0.04% . Our broad US equity measure rose 0.83%.

Across Relative Strength tables, we counted a whopping 39 RS chart changes (see Matrix, Sectors, Global Eqs), plus one RS chart reversal (see Matrix). There were no new fund rank changes to report and 17 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 and RS table developments.

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Weekly Brief
10/31/2014

For a second straight week, the strategies ended mostly lower. Intermarket Matrix was again our only winner, with a 2.40% gain. Meanwhile, Global Equities, Sector Switch and Market Cap Blend – all of which remained defensively positioned throughout the week – lost 0.14%, 0.42% and 0.53% respectively. Our broad US equity measure surged another 3.14%, recovering all of the ground it surrendered mid-month and prompting both Switch and Blend to return offense.

It was another active week across Relative Strength tables, where we registered 24 RS chart changes (see Matrix, Sectors, Global Eqs), one RS chart reversal (see Global Eqs), and three fund rank changes (see Global Eqs). Twelve RS charts ended the week on reversal alert (see Matrix, Blend, Global Eqs).

At the portfolio level, there were five position changes (see Sectors, Blend) and one dividend distribution (see Matrix) 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: 5 New Actions Taken
10/31/2014

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

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Weekly Brief
10/24/2014

The strategies ended mostly lower this week. Intermarket Matrix was our only winner, with a 3.23% gain. Meanwhile, Global Equities, Market Cap Blend and Sector Switch – all of which are currently positioned defensively in bond funds – were caught out as stocks rallied sharply, and lost 0.01%, 0.49% and 0.98% respectively. Our broad US equity measure tacked on a whopping 4.22%.

Across Relative Strength tables, we registered 15 RS chart changes (see Matrix, Global Eqs), four 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 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
10/17/2014

The strategies were mostly lower again this week. Global Equities fared best with a fractional 0.11% gain, having moved to cash last Friday. Intermarket Matrix remained long US equities and was down 0.72% at week’s end. Meanwhile, Sector Switch and Market Cap Blend lost 1.25% and 1.47% respectively, despite their moves out of equities and into defense-oriented bond positions early in the week. Our broad US equity measure slipped another 1.09%.

It was another very active week across Relative Strength tables, where we saw 37 RS chart changes (see Matrix, Sectors, Blend, Global Eqs), six RS chart reversals (see Matrix, Sectors, Blend, Global Eqs), and a whopping nine fund rank changes (see Matrix, Sectors, Global Eqs). Fifteen RS charts ended the week on reversal alert (see Matrix, Blend, Global Eqs).

At the portfolio level, there were five position changes to report this week (see Sectors, 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.

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Trade Alert: 5 New Actions Taken
10/13/2014

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

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Weekly Brief
10/10/2014

The strategies were clattered again this week as risk assets globally came under renewed pressure. Global Equities fared best, but still managed to shed 1.92% before moving to entirely to cash. Intermarket Matrix lost 2.15%, Sector Switch 2.53% and Market Cap Blend 3.06%. Our broad US equity measure slid 3.04%.

Activity was again robust across Relative Strength tables, where we picked up 34 RS chart changes (see Matrix, Sectors, Blend, Global Eqs), eight RS chart reversals (see Blend, Global Eqs), and five fund rank changes (see Blend). Nineteen 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 two 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
10/10/2014

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

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Weekly Brief
10/03/2014

The strategies finished lower across the board again this week. Sector Switch was our best performer. It shed a modest 0.16%. Intermarket Matrix and Market Cap Blend lost 0.46% and 0.70% respectively, while Global Equities added a heavy 4.18% loss to its recent string of eye-popping setbacks. Our broad US equity measure fell 0.70%.

It was a very busy week across Relative Strength tables, where we counted 46 RS chart changes (see Matrix, Sectors, Blend, Global Eqs), six RS chart reversals (see Matrix, Blend, Global Eqs), and ten fund rank changes (see Matrix, Global Eqs). Twenty eight RS charts ended the week on reversal alert (see Blend, Global Eqs).

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

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Trade Alert: 2 New Actions Taken
09/29/2014

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

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Weekly Brief
09/26/2014

The strategies erased last week’s modest gains and slid collectively lower again this week. Intermarket Matrix lost 1.04%, Sector Switch 1.18%, Global Equities 2.53% and Market Cap Blend 2.56%. Our broad US equity measure, meanwhile, gave up 1.40%.

Activity continued apace across Relative Strength tables, where this week we saw 21 RS chart changes (see Matrix, Blend, Global Eqs), eight RS chart reversals (see Matrix, Blend, Global Eqs), and nine fund rank changes (see Matrix, Blend, Global Eqs). Twenty six 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 RS table developments.

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Weekly Brief
09/19/2014

The strategies ended mostly higher this week. Market Cap Blend led with a 0.72% gain, while Intermarket Matrix and Sector Switch added 0.67% and 0.21% respectively. Global Equities lagged for a second straight week, this time around with a 0.68% loss. Our broad US equity measure, meanwhile, rose 0.79%.

Activity was robust across Relative Strength tables, where we registered 24 RS chart changes (see Matrix, Blend, Global Eqs), six RS chart reversals (see Matrix, Blend), and a whopping nine fund rank changes (see Matrix, Blend). Twenty seven 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 RS chart changes, chart reverals, fund rank changes and chart reversal alerts.

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Weekly Brief
09/12/2014

The strategies veered collectively lower this week. Intermarket Matrix fared best with a 0.95% loss. Sector Switch gave up 1.23%, Market Cap Blend 1.23% and Global Equities a very heavy 6.19%. Our broad US equity measure was off 0.98%.

Across Relative Strength tables, we counted 13 RS chart changes (see Matrix, Global Eqs) and one RS chart reversal (see Global Eqs). Twenty five 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.

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Quote of the Week
09/08/2014

To be fair, it’s only Monday, but hey, my house my rules ;)

Via Dan Norcini’s most recent musings:

Good traders learn to read the tape and let the market predict itself. Even at that, they sometimes get it wrong. So what? At least they are humble enough to realize when they are incorrect and adjust or adapt and either get out of the way before they are harmed severely or go with the flow and profit thereby. They are flexible; not dogmatic nor wise in their own eyes.

Weekly Brief
09/05/2014

The strategies finished mostly higher this week. Global Equities was again our best performer, adding 1.47% to last week’s solid close. Sector Switch and Market Cap Blend gained 0.31% and 0.26% respectively, while Intermarket Matrix lost a modest 0.02%. Our broad US equity measure, meanwhile, rose 0.20%.

Activity continued to simmer across Relative Strength tables, where we registered 11 RS chart changes (see Matrix, Global Eqs), three RS chart reversals (see Matrix, Global Eqs), and two fund rank changes (see Matrix). Twenty six 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 RS table developments.

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Weekly Brief
08/29/2014

For a third straight week, the strategies pushed collectively higher. Global Equities led with a solid 2.73% gain. Market Cap Blend added 0.85%, Intermarket Matrix 0.70% and Sector Switch 0.31%. Our broad US equity measure, meanwhile, tacked on 0.76% and made another record high.

Activity continued apace across Relative Strength tables, where this week we counted nine RS chart changes (see Matrix, Blend, Global Eqs), two RS chart reversals (see Global Eqs) and two fund rank changes (see Global Eqs). The number of RS charts on reversal alert at week’s end dipped slightly to 27 (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, chart reversals, fund rank changes and chart reversal alerts.

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US Dollar Is Looking Stronger
08/25/2014

UUP – our proxy for the US dollar – is back on bullish footing after flashing a low pole reversal at 22.00. While bearish resistance still awaits at 22.50, the reversal should serve as a warning to those of you out there basing bets on short-term inflationary predictions.

As a reminder, a rising dollar is deflationary and tends to act as a drag on commodity prices. While our DBO (Oil) chart remains technically bullish, the fund’s price has been falling sharply of late and is fast approaching a bearish turning point. Meanwhile, DGL (Gold) remains firmly bearish and is showing no signs of reversing.

Weekly Brief
08/22/2014

The strategies finished higher across the board again this week. Market Cap Blend led with a 1.85% gain. Sector Switch added 1.70%, Intermarket Matrix 1.32% and Global Equities 1.17%. Our broad US equity measure, meanwhile, tacked on 1.77% and touched a new all-time high in the process.

Activity picked up a bit across Relative Strength tables, where we saw nine RS chart changes (see Matrix, Global Eqs) and one RS chart reversal (see Global Eqs). There were no fund rank changes to report, though 30 charts ended the week on reversal alert (see Matrix, Sectors, Blend, Global Eqs), several with signal-generating potential.

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…)