Market Update: 02-10-20

Here is a revised link to My Strategy. The Issachar Fund (LIONX), is about 80% invested in a diverse group of leading growth stocks and about 40% in Muni Bond ETFs.  I covered the Short “hedge” position last Monday as China and the Fed opened their spigots of QE amid escalating coronavirus fears.  The flood of new money helped the...

Market Update: 02-03-20

The Issachar Fund (LIONX), is about 40% invested in a diverse group of 21 Leading growth stocks hedged with a 35% SHORT in a Large-Mid Cap Value Index.  In theory, we are about 5% net long stocks going into Monday.  The market took a little wind out of our sails this past week as the corona virus infected the stock market.  Some...

Market Update: 01-27-20

The Issachar Fund (LIONX), is about 35% invested in a diverse group of 22 individual growth stocks.  I “rang the register” last week and realized some stock gains in LIONX as the market appeared vulnerable to some profit taking.  I am comfortable with current positions but will not hesitate to sell more stocks should the market...

Market Update: 01-22-20

Here is a link to the latest 4th Quarter Issachar Fund Fact Sheet The Issachar Fund (LIONX), is about 70% invested in a diverse group of individual growth stocks.  I sold the index Short that was not helping returns as the Fed “stepped back on the gas pedal”.  I have been tweaking the portfolio recently, seeking to lock in some...

Market Update: 01-13-20

Here is a link to the latest 4th Quarter Issachar Fund Fact Sheet The Issachar Fund (LIONX), is 70% invested in a group of growth stocks with a 30% Short in technology.  I reduced exposure last week to lock in profits as I believe the market appears ready for a pull-back.  No one that I know has ever gone broke taking profits.  I...

Market Update: 01-07-20

The Issachar Fund (LIONX), is fully invested in growth stocks.  I sold the 10% index short because I became convinced the market was heading higher.  I was expecting the market to sell off on the 1st trading day of the year as investors may have deferred taxable gains into the new year but the market rallied about 1% instead.  That...