The Issachar Fund holds about 9% in growth stocks, 3% in an inverse bond fund ETF, and 88% in a high-yielding short-term fixed-income ETF! A few more stocks were sold as price sell stops were triggered, and I purchased an ETF that goes up when interest rates rise. The Fed made it clear Wednesday that …
Breaking the 50! The Issachar Fund holds about 15% in growth stocks and 85% in a high-yielding short-term fixed-income ETF! A few stocks hit price sell stops, so I exercised discipline and sold them even though they were still fundamentally strong. I buy stocks with great fundamentals (accelerating earnings and sales) and technical chart patterns, …
Subject: On the 50! (Actively Managing Risk Since 1990) The Issachar Fund remains about 20% in growth stocks and 80% in a high-yielding short-term fixed-income ETF! The S&P 500 and NASDAQ 100 indexes are trading near their respective 50-day moving averages (DMA), so the uptrend has flat-lined. Historically, September is a weak month for stocks, …
The Issachar Fund has about 20% invested in growth stocks and 80% in a high-yielding short-term fixed-income ETF! The S&P 500 (big caps) and NASDAQ 100 (technology) indexes bounced above their 50-day Moving Averages (DMA) on above-average volume after the reported number of job openings unexpectedly dropped. The market viewed the lower job openings and …
Defense! The Issachar Fund remains 100% (on defense) invested in a short-term fixed-income ETF! All major stock indexes are trading below their 50-day Moving Averages (DMA), so uptrends are broken, and correction risk has increased. Every bear market (>20% decline) was preceded by a correction (>10% decline), so I prefer to err on the side …
Oversold in a Downtrend! The Issachar Fund is 100% (on defense) invested in a short-maturity fixed-income ETF! I switched from a high-yielding money market into a higher-yielding short-term bond ETF waiting for a Follow Through Day (FTD). Investor’s Business Daily (IBD) defines an FTD as a 1% index gain on greater volume, and their …