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.

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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.

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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.

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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.

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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…)

Trade Alert: 2 New Actions Taken
08/23/2016

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

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Weekly Brief
08/19/2016

The strategies turned in mixed results this week. Global Equities led with a 0.57% gain. Elsewhere, Market Cap Blend added 0.44%, while Sector Switch and Intermarket Matrix lost 0.57% and 0.86% respectively. Our broad US equity measure rose 0.04%.

Across Relative Strength tables, we counted 22 RS chart changes (see Matrix, Sectors, Global Eqs), four RS chart reversals (see Matrix, Global Eqs), and five fund rank changes (see Global Eqs). Fourteen 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.

(more…)

Trade Alert: 2 New Actions Taken
08/16/2016

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

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Weekly Brief
08/12/2016

The strategies finished the week mostly higher. Intermarket Matrix led with a 1.28% gain. Elsewhere, Sector Switch and Global Equities added 0.50% and a very modest 0.01% respectively, while Market Cap Blend lost 0.20%. Our broad US equity measure crept up 0.13%.

Across Relative Strength tables, we picked up five RS chart changes (see Matrix, Global Eqs), two RS chart reversals (see Global Eqs), and four fund rank changes (see Global Eqs). Thirteen RS charts ended the week on reversal alert (see Blend, Global Eqs).

At the portfolio level, there were two new 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
08/11/2016

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

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Weekly Brief
08/05/2016

The strategies turned in mixed results this week. Global Equities led with a 0.71% gain. Elsewhere, Market Cap Blend added 0.57% while Sector Switch and Intermarket Matrix gave up 0.25% and 2.02% respectively. Our broad US equity measure advanced 0.49%.

Across Relative Strength tables, we recorded ten RS chart changes (see Matrix, Global Eqs) and one RS chart reversal (see Global Eqs). There were no 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 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
07/30/2016

The strategies ended the week mostly higher. Intermarket Matrix led with a solid 1.73% gain. Elsewhere, Global Equities and Sector Switch added 0.68% and 0.21% respectively, while Market Cap Blend slipped 0.10%. Our broad US equity measure rose 0.44%.

Across Relative Strength tables, we picked up 18 RS chart changes (see Matrix, Global Eqs). There were no RS chart reversals or fund rank changes, and 18 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 and chart reversal alerts.

(more…)

Weekly Brief
07/22/2016

The strategies ended higher across the board this week. Global Equities – which last week returned to offense for the first time in more than a year – led with a 1.16% gain. Elsewhere, Sector Switch and Intermarket Matrix added 0.63% and 0.27% respectively, while Market Cap Blend trailed with a 0.17% advance. Our broad US equity measure tacked on 0.65%.

Across Relative Strength tables, we registered nine RS chart changes (see Matrix, Global Eqs), two RS chart reversals (see Global Eqs), and three fund rank changes (see Global Eqs). Fifteen 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 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
07/15/2016

The strategies turned in very mixed results this week. Market Cap Blend was our only winner, with a solid 2.36% gain. Elsewhere, Sector Switch gave up 0.04%, Global Equities slipped 0.28% and Intermarket Matrix lost a heavy 3.19%. Our broad US equity measure rose 1.50%.

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

At the portfolio level, there were three position changes (see Global Eqs) and one dividend distribution (see Blend) 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.

(more…)

Trade Alert: 3 New Actions Taken
07/14/2016

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

(more…)

Weekly Brief
07/08/2016

The strategies turned in mixed results this week. Sector Switch led with a 1.86% gain and Market Cap Blend tacked on 1.08%. Elsewhere, Global Equities, which remains on defense, advanced a very modest 0.01%, while Intermarket Matrix retreated 0.33%. Our broad US equity measure added 1.30%.

Across Relative Strength tables, we counted 23 RS chart changes (see Matrix, Sectors, Global Eqs), three RS chart reversals (see Matrix), and four fund rank changes (see Matrix). Sixteen 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 three dividend distributions (see Matrix, Sectors, 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.

(more…)

Trade Alert: 2 New Actions Taken
07/07/2016

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

(more…)

Weekly Brief
07/01/2016

The strategies moved collectively higher this week, as markets seemed to shrug off last week’s Brexit worries. Intermarket Matrix led with a very solid 4.42% gain. Market Cap Blend and Sector Switch tacked on 3.18% and 3.16% respectively, while Global Equities, which remains defensively positioned, eked out a 0.12% win. Our broad US equity measure advanced 3.34%.

Across Relative Strength tables, we picked up 31 RS chart changes (see Matrix, Sectors, Global Eqs), four RS chart reversals (see Matrix, Global Eqs), and two fund rank changes (see Matrix). Another 19 RS charts ended the week on reversal alert (see Matrix, 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, 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
06/24/2016

The strategies weathered the “Brexit” shock with varying levels of success this week. Defensively-positioned Global Equities led with a modest but welcomed 0.10% gain. Intermarket Matrix fared similarly by advancing 0.08%, while Market Cap Blend and Sector Switch suffered 1.46% and 1.61% declines respectively. Our broad US equity measure lost 1.59%.

Predictably, it was an active week across Relative Strength tables, where we counted 19 RS chart changes (see Matrix, Blend, Global Eqs), five RS chart reversals (see Matrix, Global Eqs), and four fund rank changes (see Matrix, 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.

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…)