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.

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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.

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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.

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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.

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Trade Alert: 5 New Actions Taken
01/15/2016

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

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Weekly Brief
01/08/2016

The strategies kicked off the New Year in very rocky fashion this week. Defensively-positioned Global Equities was our only winner, with a very modest 0.24% gain. Meanwhile, Sector Switch, Intermarket Matrix and Market Cap Blend plunged 4.21%, 4.23% and 5.90% respectively. Our broad US equity measure fell a very steep 5.86%.

Activity was robust across Relative Strength tables, where we registered a whopping 38 RS chart changes (see Matrix, Sectors, Blend, Global Eqs) and three RS chart reversals (see Sectors, Blend, Global Eqs). There were, however, no fund rank changes and nine 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 reversals and chart reversal alerts.

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Weekly Brief
12/31/2015

The strategies ended the last week of 2015 collectively lower. Sector Switch fared best with a very modest 0.04% loss. Defensively-positioned Global Equities lost 0.06%, while Market Cap Blend and Intermarket Matrix gave up 0.20% and 0.73% respectively. Our broad US equity measure fell 0.88%.

Across Relative Strength tables, we counted just eight RS chart changes (see Global Eqs). There were no RS chart reversals or fund rank changes and eight 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, six 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 and RS chart reversal alerts.

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Weekly Brief
12/24/2015

The strategies ended the holiday-shortened week mostly higher. Intermarket Matrix led the pack with a 2.09% gain. Market Cap Blend and Sector Switch added 1.95% and 1.06% respectively while defense-oriented Global Equities lost 0.08%. Our broad US equity measure rose 2.83%. Note that US markets are closed tomorrow for Christmas.

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

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Weekly Brief
12/18/2015

The strategies ended a volatile week collectively lower. Defensively-positioned Global Equities fared beset with a 0.08% loss. Market Cap Blend, Intermarket Matrix and Sector Switch slipped 0.42%, 0.82% and 0.84% respectively. Our broad US equity measure, meanwhile, gave up 0.92%.

It was yet another active week across Relative Strength tables, where we registered 29 RS chart changes (see Matrix, Sectors, Blend, Global Eqs) and one RS chart reversal (see Blend). There were no fund rank changes and six 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.

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Weekly Brief
12/11/2015

Our offensively-positioned strategies veered sharply lower this week. Global Equities, which remains defensively-positioned in short-term bonds, was our only winner. It added a modest 0.12%. Meanwhile, Intermarket Matrix, Sector Switch and Market Cap Blend slid 2.65%, 2.79% and 3.53% respectively. Our broad US equity measure lost a heavy 3.74%.

Across Relative Strength tables, we counted a whopping 41 RS chart changes (see Matrix, Sectors, Blend, Global Eqs). Despite that activity, however, there were no RS chart reversals or fund rank changes. and just six 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, 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 chart changes.

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Weekly Brief
12/04/2015

The strategies edged mostly lower this week. Market Cap Blend was our only winner, with a modest 0.22% gain. Meanwhile, Global Equities, Intermarket Matrix and Sector Switch lost 0.08%, 0.10% and 0.36% respectively. Our broad US equity measure crept up 0.03%.

It was another active week across Relative Strength tables, where we recorded 21 RS chart changes (see Matrix, Sectors, Global Eqs), two RS chart reversals (see Matrix), and six fund rank changes (see Matrix). Another 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.

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
11/27/2015

The strategies edged mostly higher this holiday-shortened week. Sector Switch led with a 0.31% gain. Intermarket Matrix and Global Equities crept up 0.18% and 0.02% respectively while Market Cap Blend slipped 0.03%. Our broad US equity measure, meanwhile, added 0.12%.

It was a surprisingly active week across Relative Strength tables, where we registered nine RS chart changes (see Matrix, Global Eqs), two RS chart reversals (see Matrix), and three fund rank changes (see Matrix). Five RS charts ended the week on reversal alert (see Matrix, Blend).

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, chart reversals, fund rank changes and chart reversal alerts.

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Weekly Brief
11/20/2015

The strategies reversed much of last week’s heavy losses this week. Market Cap Blend led with a 3.88% gain. Sector Switch and Intermarket Matrix added 3.54% and 2.62% respectively, while defense-oriented Global Equities lost 0.09%. Our broad US equity measure, meanwhile, tacked on 3.34%.

Across Relative Strength tables, we counted 14 RS chart changes (see Matrix) and one RS chart reversal (see Matrix). There were no fund rank changes and nine RS charts ended the week on reversal alert (see Matrix, Sectors, Blend).

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
11/13/2015

The strategies were largely battered this week, along with the broad US stock market. Defense-oriented Global Equities was our only winner, with a meager 0.12% gain. Meanwhile, Intermarket Matrix, Sector Switch and Market Cap Blend gave up 2.71%, 3.49% and 3.58% respectively. Our broad US equity measure lost 3.57%.

Despite the selloff, actively was subdued across Relative Strength tables, where we counted just ten RS chart changes (see Matrix, Global Eqs). There were no RS chart reversals or fund rank changes and only eight RS charts ended the week on reversal alert (see Matrix, Blend).

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.

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Weekly Brief
11/06/2015

The strategies finished mostly higher for a third straight week. Market Cap Blend led with a 0.77% gain. Intermarket Matrix and Sector Switch added 0.49% and 0.14% respectively, while defense-oriented Global Equities lost 0.27%. Our broad US equity measure tacked on 1.01%.

Across Relative Strength tables, we counted 22 RS chart changes (see Matrix, Sectors, Global Eqs) this week. There were no RS chart reversals or fund rank changes and six RS charts ended the week on reversal alert (see Matrix, Sectors, Blend).

At the portfolio level, there were no position changes to report. 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.

(more…)

Weekly Brief
10/30/2015

The strategies finished mostly higher again this week. Sector Switch led with a 1.22% gain. Market Cap Blend and Intermarket Matrix added 0.64% and 0.43% respectively, while defensively-positioned Global Equities again trailed with a 0.16% loss. Our broad US equity measure rose 0.67%.

Across Relative Strength tables, we registered 19 RS chart changes (see Matrix, Sectors, Blend, Global Eqs), one RS chart reversal (see Global Eqs), and two fund rank changes (see Global Eqs). Two RS charts ended the week on reversal alert (see 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 and RS table developments.

(more…)

Weekly Brief
10/23/2015

The strategies finished mostly higher this week. Market Cap Blend led with a 2.80% gain. Intermarket Matrix and Sector Switch added 1.51% and 1.22% respectively, while Global Equities, which remains on defense in short-term bonds, lost a fractional 0.04%. Our broad US equity measure tacked on 2.09%.

Across Relative Strength tables, we counted 11 RS chart changes (see Matrix, Blend, Global Eqs), but no RS chart reversals or fund rank changes. Six 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
10/16/2015

The strategies finished collectively higher this week. Market Cap Blend led with a 1.08% gain. Intermarket Matrix and Sector Switch tacked on 0.87% and 0.69% respectively. Lastly, Global Equities, which remains defensively positioned in short-term bonds, crept up 0.05%. Our broad US equity measure rose 0.96%.

Across Relative Strength tables, we counted eight RS chart changes (see Matrix, Sectors, Global Eqs), but no RS chart reversals or fund rank changes. Just two RS charts ended the week on reversal alert (see Sectors, 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…)