Market Update: 7-7-17

The Issachar Fund (LIONX) is only 36% invested in one Preferred Stock mutual fund as of 7/7/17. I sold all other positions as my perception of risk increased and my expected return did not justify the risk of potential loss. My tendency is to error on the side of caution and forgo a small potential gain over experiencing an uncomfortable loss. I...

Market Notes: 6-26-17

The Issachar Fund (LIONX) remains fully invested and leveraged with positions in Unconstrained Bond, Preferred Stock, High-Yield Muni Bond Mutual Funds and a few ETFs in the High-Yield Muni and Preferred Stock space as of 6/26/17. I sold the Floating Rate and Emerging Market Bond positions because they were not performing as I had expected.  I...

Market Update 6/9/17

The Issachar Fund (LIONX) remains fully invested and leveraged with positions in Floating Rate Bond, Unconstrained Bond, Preferred Stock, High-Yield Muni Bond and Emerging Market Bond Mutual Funds and a few ETFs in the High-Yield Muni and Preferred space as of 6/09/17.  All current LIONX positions appear to be in low volatility up-trends with...

Market Update 05-30-17

The Issachar Fund (LIONX) remains fully invested and leveraged with positions in Floating Rate Bond, Unconstrained Bond, Preferred Stock, High-Yield Muni Bond and Emerging Market Bond Mutual Funds and a few ETFs in the High-Yield Muni and Preferred space as of 5/30/17.  I sold a slower moving muni bond ETF and traded for a faster moving...

Market Update 05-15-17

LIONX is fully invested and leveraged with positions in Floating Rate Bonds, Unconstrained Bonds, Preferred Stock and Emerging Market Bond Mutual Funds and a couple Muni Bond ETFs as of 5/15/17. I sold one Muni Bond ETF and bought a Preferred Stock ETF recently because the muni was going sideways while the preferred was trending higher with what...

Market Update 4-28-17

LIONX is still fully invested and leveraged with positions in Floating Rates, Unconstrained Bonds, Preferreds and Emerging Market Bond Mutual Funds and a few Muni Bond ETFs as of 4/28/17. I consider the Floating Rate and Unconstrained Bond sectors as core positions to hopefully dampen portfolio volatility. I would not be surprised to see the...