Market Update: 01-31-18

     The Issachar Fund (LIONX) is fully invested and leveraged (150%) in various   Equity ETFs (30%) and a Senior Floating Rate Mutual Fund (120%) as of 1/31/18.  The Fund owns 3 ETFs (10% each) across a few themes that seem to be under investor accumulation.  These themes include: USA Momentum, Value and Convertible Securities.  I sold...

Market Update: 01-19-18

     The Issachar Fund (LIONX) is fully invested and leveraged (190%) in Various Equity ETFs (100%) and a Senior Floating Rate Mutual Fund (90%) as of 1/18/18.  The Fund owns 10 ETFs (10% each) across several themes that seem to be under investor accumulation.  These themes include: Momentum, Robotics, Large and Small Cap Value, High...

Market Update: 01-03-18

     The Issachar Fund (LIONX) is fully invested and leveraged (135%) in the Income Opportunity Mutual Fund space (45%) and the Senior Floating Rate Mutual Fund space (90%) as of 1/2/18.  The Fund decreased its position in the Income Opportunity space to free up some cash to buy a few equity ETF positions.  Bond and Income producing funds...

Market Update: 12-15-17

     The Issachar Fund (LIONX) is fully invested and leveraged (190%) in the Income Opportunity Mutual Fund space (100%) and the Senior Floating Rate Mutual Fund space (90%) as of 12/15/17.  The Fund increased its position in the Income Opportunity space because I believe this area has the potential to provide good risk-adjusted returns.  My...

Market Update: 11-30-17

     The Issachar Fund (LIONX) is fully invested and leveraged (145%) in the Senior Floating Rate Mutual Fund space (80%) and the Income Opportunity Mutual Fund space (65%) as of 11/30/17.  The Fund sold its Japan and US Growth ETF positions as they hit their sell stops and purchased an Income Opportunity Mutual Fund.  The junk bond index...

Market Update: 11-13-17

The Issachar Fund (LIONX) is fully invested (100%) in the Senior Floating Rate Mutual Fund space (80%) with some Japan (10%) and US Growth (10%) ETFs, as of 11/09/17. I reduced the Fund’s exposure as a sign of caution because the junk bond index has rolled over and sliced through its 50-day moving average but the 50-day moving average has not...