Weekly Brief
02/24/2017

The strategies drifted mostly higher this week. Sector Switch and Global Equities both gained 0.45%. Intermarket Matrix crept up 0.07% while Market Cap Blend lost 0.24%. Our broad US equity measure added 0.70%.

Across Relative Strength tables, we picked up seven RS chart changes (see Matrix, Sectors, Global Eqs), two RS chart reversals (see Matrix), and three fund rank changes (see Matrix). Seventeen 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 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 changes and RS table developments.

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Trade Alert: 2 New Actions Taken
02/24/2017

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

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Weekly Brief
02/17/2017

The strategies again moved mostly higher this week. Global Equities led with a 1.37% gain. Sector Switch and Market Cap Blend added 0.79% and 0.71% respectively, while Intermarket Matrix trailed badly with a 1.74% loss. Our broad US equity measure rose 1.55%.

Across Relative Strength tables, we picked up 11 RS chart changes (see Matrix, Sectors, Global Eqs), four RS chart reversals (see Global Eqs), and seven fund rank changes (see Global Eqs). Twenty-two 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 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: 2 New Actions Taken
02/15/2017

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

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Weekly Brief
02/10/2017

The strategies moved mostly higher again this week. Sector Switch led with a 1.25% gain. Market Cap Blend and Global Equities added 1.00% and 0.90% respectively, while Intermarket Matrix lost 0.56%. Our broad US equity measure rose 0.95%.

Across Relative Strength tables, we counted just three RS chart changes (see Matrix, Sectors). There were no RS chart reversals or fund rank changes, and 20 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, RS chart changes and RS chart reversal alerts.

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Weekly Brief
02/03/2017

The strategies edged mostly higher this week. Intermarket Matrix led with 1.01% gain. Global Equities and Market Cap Blend added 0.37% and 0.30% respectively, while Sector Switch lost 0.50%. Our broad US equity measure rose 0.74%.

Across Relative Strength tables, we registered just one RS chart change (see Matrix). There were no RS chart reversals or fund rank changes and 15 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 change and chart reversal alerts.

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Weekly Brief
01/27/2017

The strategies finished collectively higher this week. Market Cap Blend led with 1.27% gain. Global Equities and Market Cap Blend added 1.08% and 1.02% respectively, while Intermarket Matrix crept up 0.02%. Our broad US equity measure rose 0.98%.

Across Relative Strength tables, we counted three RS chart changes (see Matrix, Global Eqs), two RS chart reversals (see Global Eqs), and three fund rank changes (see Global Eqs). Another 19 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.

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Weekly Brief
01/20/2017

The strategies finished collectively lower this week. Sector Switch fared best with a 0.14% loss. Elsewhere, Intermarket Matrix and Global Equities shed 0.22% and 0.71% respectively, while Market Cap Blend suffered a heavier 1.43% decline. Our broad US equity measure also lost 0.14%.

For a second straight week, we failed to register a single RS chart change, chart reversal or fund rank change. Ten 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 reversal alerts.

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Weekly Brief
01/13/2017

The strategies turned in mixed results this week. Sector Switch led with a 0.65% gain. Elsewhere, Global Equities and Market Cap Blend crept up 0.14% and 0.01% respectively, while Intermarket Matrix lost a heavy 1.74%. Our broad US equity measure, meanwhile, slipped 0.07%.

It was dead calm across Relative Strength tables, where we failed to register a single RS chart change, RS chart reversal, or fund rank change. Twelve 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 chart reversal alerts.

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Weekly Brief
01/06/2017

The strategies ended the first week of 2017 on mostly firm footing. Sector Switch led with a 1.87% gain. Global Equities and Market Cap Blend added 1.19% and 0.21% respectively, while Intermarket Matrix lost 0.28%. Our broad US equity measure, meanwhile, tacked on another 1.65%.

Across Relative Strength tables, we registered just one RS chart change (see Sectors). There were no RS chart reversals or fund rank changes, and 13 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 change and chart reversal alerts.

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Weekly Brief
12/30/2016

The strategies ended the final week of 2016 mostly lower. Intermarket Matrix was our only winner, with a solid 2.23% gain. Elsewhere, Sector Switch, Market Cap Blend and Global Equities lost 0.32%, 0.38% and 0.62% respectively. Our broad US equity measure fell 0.97%.

Across Relative Strength tables, we counted five RS chart changes (see Matrix, Global Eqs), one RS chart reversal (see Matrix), and two fund rank changes (see Matrix). Fifteen 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 eight dividend distributions (see Matrix, Sectors, Blend, 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.

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Trade Alert: 2 New Actions Taken
12/27/2016

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

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Weekly Brief
12/23/2016

The strategies ended the week essentially flat. Global Equities was our only winner, with a very modest 0.08% gain. Elsewhere, Market Cap Blend, Intermarket Matrix, and Sector Switch slipped 0.01%, 0.04% and 0.16% respectively. Our broad US equity measure added 0.30%.

Across Relative Strength tables, we picked up 13 RS chart changes (see Matrix, Sectors, Global Eqs), three RS chart reversals (see Global Eqs), and three fund rank changes (see Global Eqs). 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 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
12/16/2016

The strategies finished collectively lower this week. Global Equities fared best with a 1.49% loss. Elsewhere, Sector Switch, Market Cap Blend, and Intermarket Matrix retreated 1.69%, 1.79% and 2.51% respectively. Our broad US equity measure fell 0.65%.

Across Relative Strength tables, we counted 31 RS chart changes (see Matrix, Global Eqs), eight RS chart reversals (see Matrix, Global Eqs), and eight fund rank changes (see Matrix, Global Eqs). 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
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.

(more…)

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.

(more…)

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.

(more…)

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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