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.

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Weekly Brief
08/15/2014

The strategies pressed collectively higher this week. Global Equities atoned for last week’s lackluster performance with a strong 2.51% gain. Intermarket Matrix added 1.16%, Market Cap Blend 1.09% and Sector Switch 1.06%. Our broad US equity measure, meanwhile, tacked on 1.28%.

Activity subsided across Relative Strength tables this week, where we registered just four RS chart changes (see Matrix, Global Eqs). There were no RS chart reversals or fund rank changes to report, though a whopping 28 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 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 reversal alerts.

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Weekly Brief
08/08/2014

The strategies finished mostly higher this week. Global Equities lagged with a 0.62% loss. Meanwhile, Sector Switch, Market Cap Blend and Intermarket Matrix gained 1.01%, 0.56%, 0.45% respectively. Our broad US equity measure tacked on 0.38%.

It was yet another active week across Relative Strength tables, where we recorded nine RS chart changes (see Matrix, Sectors, Global Eqs), one RS chart reversal (see Global Eqs), and four fund rank changes (see Global Eqs). Twenty one RS charts ended the week on reversal alert (see Sectors, Blend, Global Eqs).

At the portfolio level, there were two 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: 2 New Actions Taken
08/04/2014

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

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Weekly Brief
08/01/2014

The strategies finished lower across the board this week. Sector Switch lost 1.46%, Intermarket Matrix 1.80%, Market Cap Blend 2.79% and Global Equities a very heavy 3.22%. Our broad US equity measure gave up 2.17% amid a general flight from risk assets.

It was another active week across Relative Strength tables, where we picked up nine RS chart changes (see Sectors, Blend, Global Eqs), three RS chart reversals (see Blend, Global Eqs), and three fund rank changes (see Blend). Twenty two charts remain on reversal alert (see Blend, Global Eqs) heading into next week.

At the portfolio level, there were two position changes (see 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: 2 New Actions Taken
07/28/2014

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

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Weekly Brief
07/25/2014

The strategies turned in mixed results this week. For a third straight week, Global Equities was our best performer, this round adding 0.52%. Intermarket Matrix eked out a 0.03% gain, while Sector Switch lost 0.78% and Market Cap Blend gave up 0.86%. Our broad US equity measure, meanwhile, posted a fractional 0.01% rise.

Activity continued apace across Relative Strength tables, where this week we counted five RS chart changes (see Sectors, Blend, Global Eqs), two RS chart reversals (see Blend, Global Eqs), and two fund rank changes (see Global Eqs). Twenty six RS charts ended the week on reversal alert (see Blend, Global Eqs).

At the portfolio level, things remained quiet with 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, reversals, funk rank changes and chart reversal alerts.

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Weekly Brief
07/18/2014

The strategies ended mostly higher this week. Global Equities was by far our best performer with a 1.65% gain. Intermarket Matrix and Sector Switch added 0.49% and 0.17% respectively, while Market Cap Blend logged a fractional 0.01% loss. Our broad US equity measure, meanwhile, tacked on 0.56%.

It was another active week across Relative Strength tables, where we registered three RS chart changes (see Blend, Global Eqs), two RS chart reversals (see Blend, Global Eqs), and five fund rank changes (see Blend, Global Eqs). Another 24 RS charts ended the week on reversal alert (see Blend, Global Eqs), many with potential to shake up our current table leaders.

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, reversals, fund rank changes and chart reversal warnings.

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Weekly Brief
07/11/2014

The strategies ended mostly lower this week. Global Equities was our only winner, with a 0.23% gain. Intermarket Matrix lost 0.41%, Sector Switch 0.55% and Market Cap Blend a heavy 2.40% as small caps sold off. Our broad US equity measure gave up 0.80%.

Activity picked up significantly across Relative Strength tables, where we registered ten RS chart changes (see Matrix, Global Eqs), four RS chart reversals (see Global Eqs), and four fund rank changes (see Global Eqs). A whopping 21 RS charts ended the week on reversal alert (see 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
07/03/2014

The strategies pressed collectively higher this holiday-shortened week. Sector Switch led with a 1.65% gain. Market Cap Blend added 1.50%, Global Equities 1.43% and Intermarket Matrix 0.78%. Our broad US equity measure tacked on 1.22% to close at yet another all-time high. Note that US markets are closed tomorrow in observance of Independence Day.

Activity was again subdued across Relative Strength tables this week, where we registered three RS chart changes (see Matrix, Sectors) but no RS chart reversals or fund rank changes. Eighteen RS charts ended the week on reversal alert (see Blend, Global Eqs), several with potential to trigger RS leadership changes heading into next week.

At the portfolio level, we saw one position change (see Sectors) and five dividend distributions (see Sectors, Blend, Global Eqs) 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 change, dividend distributions and RS table developments.

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Trade Alert: 1 New Action Taken
07/03/2014

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

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Quote of the Week
06/28/2014

Compliments of Josh Brown:

The difference between a portfolio that costs 1.5 percent and zero percent is negligible in the grand scheme of things if you have no idea how to act, implement, and react to varying conditions. If you can’t control yourself in the presence of news, data, opinion, regulatory changes and volatility – and know what’s important and what isn’t – then it really doesn’t matter how many basis points you’re paying for your portfolio, does it?

Brown’s full post is here and worth your time.

Weekly Brief
06/27/2014

The strategies turned in mixed results this week. Sector Switch and Intermarket Matrix gained 0.94% and 0.08% respectively, while Market Cap Blend and Global Equities lost 0.09% and 0.91%. Our broad US equity measure slipped 0.06% after briefly touching a fresh all-time high on Tuesday.

Across Relative Strength tables, we picked up four RS chart changes (see Matrix, Sectors) but no RS chart reversals or fund rank changes. For a third straight week, 11 RS charts ended 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 chart changes and reversal alerts.

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Quote of the Week
06/21/2014

Via Dan Norcini’s most recent musings on the commodity markets:

One can always tell those whose trading/investing decisions are based on emotions and not objectivity because they will be the first to insult those whose technical view of the markets contradicts their positioning as well as the first to crow when the market moves in their favor.

Trading/investing is not about emotions – it is about remaining objective to the point of becoming almost cold-hearted.

Weekly Brief
06/20/2014

The strategies erased most of last week’s losses and moved collectively higher this week. Market Cap Blend gained 1.50%, Intermarket Matrix 0.74%, Global Equities 0.71% and Sector Switch 0.35%. Our broad US equity measure tacked on 0.93% and touched a fresh all-time high in the process.

Activity was again very subdued across Relative Strength tables, where we registered just three RS chart changes (see Matrix, Sectors), and no RS chart reversals or fund rank changes. Eleven RS charts again ended the week on reversal alert (see Blend, Global Eqs), with potential remaining among them to unseat at least one RS table leader heading into next week.

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 reversal alerts.

(more…)

Weekly Brief
06/13/2014

The strategies finished mostly lower this week. Global Equities was our only winner, with a 0.52% gain. Intermarket Matrix, Market Cap Blend and Sector Switch lost 0.51%, 0.55% and 1.35% respectively. Our broad US equity measure, meanwhile, dipped 0.64% to post its first first weekly decline in over a month.

Activity was almost non-existent across Relative Strength tables, where we picked up two RS chart changes (see Matrix, Sectors), but no RS chart reversals or fund rank changes. Eleven RS charts ended the week on reversal alert (see Blend, Global Eqs), several with potential to impact our current RS table leaders.

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 warnings.

(more…)

Weekly Brief
06/06/2014

The strategies pressed collectively higher this week. Market Cap Blend led with a 2.47% gain, while Global Equities, Sector Switch and Intermarket Matrix rose 2.25%, 1.35% and 0.94% respectively. Our broad US equity measure added 1.40% and closed the week at yet another all-time high.

Activity was subdued across Relative Strength tables, where we registered five RS chart changes (see Matrix), but no RS chart reversals or fund rank changes. Nine RS charts ended the week on reversal alert (see Matrix, Blend, Global Eqs), none, however, with potential to affect the rankings of our current table leaders.

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, RS chart changes and RS chart reversal alerts.

(more…)

Weekly Brief
05/30/2014

For a second straight week, the strategies finished mostly higher. Intermarket Matrix, Market Cap Blend and Sector Switch gained 1.05%, 0.81% and 0.79% respectively. Global Equities again lagged, slipping 0.71% as emerging market stocks came under selling pressure. Our broad US equity measure, meanwhile, tacked another 1.22% on to last week’s record close.

Activity picked up across Relative Strength tables, where we counted 16 RS chart changes (see Matrix) and one RS chart reversal (see Matrix). Another 19 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, reversal, and reversal warnings.

(more…)

Quote of the Week
05/24/2014

Jeff Miller led off yesterday with this great observation:

The insightful investor develops solid indicators and then follows the data. This may seem obvious, but instead….Many pundits start with the conclusion and then search for evidence.

HT: Abnormal Returns

Weekly Brief
05/23/2014

The strategies ended the week mostly higher. Sector Switch, Market Cap Blend and Intermarket Matrix gained 1.67%, 1.09% and 0.99% respectively. Global Equities lagged with a 0.65% loss. Meanwhile, our broad US equity measure added 1.22% and touched yet another all-time high after regaining ground that it lost late last week.

Activity was subdued across Relative Strength tables, where we recorded just three RS chart changes (see Matrix). There were no RS chart reversals or fund rank changes, though 14 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.

(more…)