Trade Alert: 2 New Actions Taken
04/26/2016

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

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Weekly Brief
04/22/2016

The strategies ended the week collectively lower. Defensively-positioned Global Equities fared best with 0.14% loss. Sector Switch and Market Cap Blend lost 0.27% and 0.60% respectively, while Intermarket Matrix fell a much heavier 1.63%. Our broad US equity measure rose 0.57%.

It was a busy week across Relative Strength tables, where we counted 27 RS chart changes (see Matrix, Sectors, Blend, Global Eqs), four RS chart reversals (see Matrix, Sectors, Blend), and a whopping 11 fund rank changes (see Matrix, Sectors, Blend). Another 27 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 (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.

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Trade Alert: 2 New Actions Taken
04/22/2016

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

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Weekly Brief
04/15/2016

The strategies finished mostly higher this week. Sector Switch led with a 1.52% gain and Market Cap Blend added 1.27%. Elsewhere, Intermarket Matrix crept up a modest 0.14% while defensively-positioned Global Equities slipped 0.01%. Our broad US equity measure rose 1.60%.

Across Relative Strength tables, we counted 12 RS chart changes (see Matrix, Sectors, Global Eqs). There were no RS chart reversals or fund rank changes and 22 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 and chart reversal alerts.

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Weekly Brief
04/08/2016

The strategies ended the week mostly lower. Defensively-positioned Global Equities was our only winner, with a modest 0.19% gain. Elsewhere, Intermarket Matrix slipped 0.21% while Market Cap Blend and Sector Switch fell 1.10% and 1.32% respectively. Our broad US equity measure lost 1.17%.

Across Relative Strength tables, we counted nine RS chart changes (see Matrix, Sectors). There were no RS chart reversals or fund rank changes to report, and just 11 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, RS chart changes and RS chart reversal alerts.

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Weekly Brief
04/01/2016

The strategies leapt collectively back into the winner’s column this week. Intermarket Matrix was by far our best performer, surging a very solid 3.68%. Market Cap Blend and Sector Switch tacked on 2.84% and 2.38% respectively, while defensively-positioned Global Equities eked out a 0.15% gain. Our broad US equity measure rose 1.87%.

Activity picked up across Relative Strength tables, where we counted 22 RS chart changes (see Matrix, Global Eqs), four RS chart reversals (see Matrix, Global Eqs), and six fund rank changes (see Matrix, Global Eqs). Nineteen RS charts ended the week on reversal alert (see Blend, Global Eqs).

There were no position changes to report at the portfolio level this week. There were, however, four dividend distributions (see Matrix, 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, RS chart changes, RS chart reversals, fund rank changes, and RS chart reversal alerts.

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Weekly Brief
03/25/2016

The strategies finished collectively lower this holiday-shortened week. Defensively-postioned Global Equities fared best with a 0.06% loss. Market Cap Blend and Sector Switch shed 0.48% and 0.56% respectively, while Intermarket Matrix posted a heavier 1.70% decline. Our broad US equity measure fell 0.62%.

Activity was very subdued across Relative Strength tables, where we counted just four RS chart changes (see Matrix). There were no RS chart reversals or fund rank changes. Twenty-five 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 and chart reversal alerts.

(more…)

Weekly Brief
03/18/2016

The strategies finished collectively higher this week. Intermarket Matrix led with a solid 2.09% gain. Market Cap Blend and Sector Switch added 1.33% and 0.98%, while defensively-positioned Global Equities eked out a 0.25% win. Our broad US equity measure rose 0.80%.

Across Relative Strength tables, we counted just ten RS chart changes (see Matrix, Global Eqs) and one RS chart reversal (see Matrix). There were no fund rank changes, although 33 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 reversal and chart reversal alerts.

(more…)

Weekly Brief
03/11/2016

The strategies ended the week mostly higher. Intermarket Matrix led with a 1.08% gain. Market Cap Blend and Sector Switch added 1.06% and 0.61% respectively, while defensively positioned Global Equities trailed with 0.09% loss. Our broad US equity measure tacked on 1.16%.

Across Relative Strength tables, we recorded 18 RS chart changes (see Matrix, Blend, Global Eqs), five RS chart reversals (see Blend, Global Eqs), and seven fund rank changes (see Blend, Global Eqs). Twenty RS charts ended the week on reversal alert (see Matrix, Sectors, Blend, Global Eqs).

Despite the flurry of RS table activity, there were no position changes to report this week. There were, however, five 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, RS chart changes, chart reversals, fund rank changes and chart reversal alerts.

(more…)

Weekly Brief
03/04/2016

The strategies finished the week mostly lower. For a third straight week, Intermarket Matrix led. It gained 1.83%. Elsewhere, Global Equities, Market Cap Blend and Sector Switch lost 0.18%, 1.15% and 1.33% respectively. Note that Equities remains defensively positioned in short-term bonds, while Blend and Switch have closed their bond positions and opened fresh equity longs. Our broad US equity measure (SPY) rose 2.74% on the week and has breached overhead bearish resistance at 200.

Across Relative Strength tables, we registered 14 RS chart changes (see Matrix, Global Eqs), ten RS chart reversals (see Global Eqs), and five fund rank changes (see Global Eqs). Twenty 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.

(more…)

Trade Alert: 5 New Actions Taken
03/04/2016

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

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Weekly Brief
02/26/2016

The strategies finished mostly lower for a second week running. Intermarket Matrix was again our stand out performer. It added 2.11%. Elsewhere, Global Equities, Market Cap Blend and Sector Switch dipped 0.06%, 0.09% and 0.37% respectively. Our broad US equity measure rose 1.61%.

Across Relative Strength tables, we registered 11 RS chart changes (see Matrix, Sectors, Global Eqs), one RS chart reversal (see Global Eqs), and two fund rank changes (see Global Eqs). Five 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 reversal, fund rank changes and chart reversal alerts.

(more…)

Weekly Brief
02/19/2016

The strategies ended mostly lower this week. Intermarket Matrix was our stand out performer, with a very solid 3.71% gain. Elswhere, Global Equities slipped 0.05%, Market Cap Blend gave up 0.08% and Sector Switch fell 0.31%. Our broad US equity measure, meanwhile, rose 2.88%.

It was dead quiet across Relative Strength tables this week, where we failed to register a single RS chart change, RS chart reversal, or fund rank change. Just seven 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 chart reversal alerts.

(more…)

Weekly Brief
02/12/2016

The strategies ended mostly higher this week. Sector Switch led with a 1.82% gain. Market Cap Blend and Global Equities added 0.75% and 0.06% respectively, while Intermarket Matrix spoiled the party with a very heavy 4.41% loss. Our broad US equity measure ended 0.70% lower.

It was yet another very active week across Relative Strength tables, where we saw 44 RS chart changes (see Matrix, Sectors, Blend), ten RS chart reversals (see Matrix, Sectors, Blend), and five fund rank changes (see Matrix, Blend). Twelve RS charts ended the week on reversal alert (see Sectors, Blend, Global Eqs).

At the portfolio level, there was one position change to report (see Matrix). There were no 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 position change and RS table developments.

(more…)

Weekly Brief
02/05/2016

The strategies finished collectively higher this week. Sector Switch led with a 1.17% gain. Market Cap Blend and Intermarket Matrix advanced 0.73% and 0.17% respectively, while Global Equities edged up 0.10%. Our broad US equity measure fell a heavy 2.98%.

It was a very active week across Relative Strength tables, where we registered 26 RS chart changes (see Matrix, Sectors, Global Eqs), seven RS chart reversals (see Matrix, Sectors), and 11 fund rank changes (see Matrix, Sectors). Twenty-two RS charts ended the week on reversal alert (see Matrix, Sectors, Blend, Global Eqs).

At the portfolio level, we counted one position change (see Matrix) and five dividend distributions (see Matrix, 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.

(more…)

Trade Alert: 1 New Action Taken
02/05/2016

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

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Weekly Brief
01/29/2016

The strategies – all defensively positioned – finished collectively higher this week, even as the broader US stock market rebounded sharply. Sector Switch led with 1.46% gain. Market Cap Blend and Intermarket Matrix added 1.15% and 0.77% respectively, while Global Equities advanced a more modest 0.19%. Our broad US equity measure surged 2.32%.

Across Relative Strength tables, we counted 20 RS chart changes (see Matrix, Sectors, Blend, Global Eqs). There were no RS chart reversals or fund rank changes, and just seven RS charts ended the week on reversal alert (see Matrix, Sectors, Blend).

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, RS chart changes and RS chart reversal alerts.

(more…)

Weekly Brief
01/22/2016

The strategies ended a volatile week mostly lower. Global Equities was our only winner. It eked out a 0.01% gain. Meanwhile, Market Cap Blend, Sector Switch and Intermarket Matrix – all of which are now defensively positioned – lost 0.11%, 0.28% and 0.90% respectively. Our broad US equity measure reversed midweek losses and finished the week 1.44% higher.

It was another very active week across Relative Strength tables, where we counted 51 RS chart changes (see Matrix, Sectors, Blend, Global Eqs), four RS chart reversals (see Matrix, Sectors, Blend, Global Eqs), and six fund rank changes (see Sectors, Blend, Global Eqs). Six RS charts ended the week on reversal alert (see Matrix, Sectors, Blend).

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
01/20/2016

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

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Weekly Brief
01/15/2016

The New Year has so far been cruel to our strategies, which, with one exception, finished sharply lower for a second week running. Defensively-positioned Global Equities was again our only winner, with a very modest 0.21% gain. Meanwhile, Intermarket Matrix, Sector Switch and Market Cap Blend stumbled 1.45%, 2.01% and 2.14% respectively. Switch and Blend closed out their equity positions and moved wholesale into bonds in the process. Our broad US equity measure also fell 2.14%.

It was an extremely active week Relative Strength tables, where we counted no less than 65 RS chart changes (see Matrix, Sectors, Blend, Global Eqs) and three RS chart reversals (see Sectors, Blend). Despite the flurry of chart activity, however, there were no fund rank changes and just 11 RS charts ended the week on reversal alert (see Matrix, Sectors, 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, RS chart changes, RS chart reversals and chart reversal alerts.

(more…)