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.

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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.

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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…)

Weekly Brief
09/30/2016

The strategies crept mostly highly this week. Sector Switch led with a 0.69% gain. Intermarket Matrix and Global Equities tacked on 0.44% and 0.27% respectively, while Market Cap Blend lost 0.55%. Our broad US equity measure rose 0.14%.

Across Relative Strength tables, we picked up just nine RS chart changes (see Sectors, Global Eqs). There were no RS chart reversals or fund rank changes, and 18 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, three dividend distributions (see Sectors, Blend).

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
09/23/2016

The strategies moved collectively higher this week. Global Equities led with 2.13% gain. Market Cap Blend and Intermarket Matrix advanced 1.85% and 1.30% respectively, while Sector Switch trailed with a 1.23% win. Our broad US equity measure also rose 1.23%.

Across Relative Strength tables, we counted 15 RS chart changes (see Sectors, Blend), six RS chart reversals (see Sectors, Blend), and seven fund rank changes (see Sectors, Blend). Seventeen 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 table developments.

(more…)

Weekly Brief
09/16/2016

The strategies drifted mostly higher this week. Market Cap Blend led with 0.86% gain. Global Equities and Sector Switch added 0.17% and 0.10% respectively, while Intermarket Matrix lost 0.44%. Our broad US equity measure crept up 0.04%.

It was a very quiet week across Relative Strength tables, where we registered just two RS chart changes (see Sectors). There were no RS chart reversals or fund rank changes and 17 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
09/09/2016

The strategies followed broader risk indexes sharply lower this week. Intermarket Matrix fared best with a 1.69% loss. Sector Switch and Market Cap Blend slumped 2.38% and 2.48% respectively, while Global Equities was dragged 3.44% lower by weakness in emerging markets. Our broad US equity measure gave up 2.33%.

Across Relative Strength tables, we registered five RS chart changes (see Sectors, Global Eqs), one RS chart reversal (see Global Eqs), and four fund rank changes (see Global Eqs). Another 20 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 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.

(more…)

Trade Alert: 2 New Actions Taken
09/06/2016

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

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Weekly Brief
09/02/2016

The strategies finished mostly higher this week. Global Equities led with a 1.56% gain. Market Cap Blend and Intermarket Matrix added 0.89% and 0.16% respectively, while Sector Switch lost 0.05%. Our broad US equity measure rose 0.50%.

Across Relative Strength tables, we picked up four RS chart changes (see Matrix, Blend, Global Eqs), one RS chart reversal (see Global Eqs), and two fund rank changes (see Global Eqs). Twenty-five 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 table developments.

(more…)

Weekly Brief
08/26/2016

The strategies ended the week collectively lower. Market Cap Blend fared best with a 0.13% loss. Intermarket Matrix and Sector Switch gave up 0.26% and 0.61% respectively, while Global Equities fell a much heavier 2.35%. Our broad US equity measure slipped 0.57%.

Across Relative Strength tables, we counted seven RS chart changes (see Matrix, Sectors, Blend), three RS chart reversals (see Matrix, Blend), and nine fund rank changes (see Matrix, Blend). Twenty-five RS charts ended the week on reversal alert (see Matrix, Sectors, Blend, Global Eqs).

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

(more…)