Market Update: 03-23-20

The Issachar Fund (LIONX), is still in Cash as of 3/22/20, but that could change!  Cash has been a haven for LIONX shareholders since 2/25/20 as stocks have taken a beating.  The S&P 500 Index is down over 26% YTD and the trend is still pointing lower.  It is hard to imagine but the S&P 500 Index is at the same level it was...

Market Update: 03-16-20

The Issachar Fund (LIONX), is still in Cash as of 3/15/20, but my watch list is growing!  LIONX went to an “all cash” position on 2/25/20 after hitting sell triggers.  I followed my sell discipline and therefore avoided further declines which could have led to life-changing losses.  The S&P 500 Index is down over 20%...

Market Update: 03-09-20

The Issachar Fund (LIONX), is still in Cash as of 3/8/20, but I see incredible opportunity in the making!  While it was hard to see what could go wrong when LIONX was last fully invested on February 19, I believe one must always be ready to sell positions if risk rises and one’s “line in the sand” is crossed.  I am an optimist at...

Market Update: 03-02-20

The Issachar Fund (LIONX), is 100% in Cash as of 3/1/20!  As previously discussed, I heeded the “red flags” and sold all positions including our muni bond ETFs.  The coronavirus fears have spread faster than anticipated and fear has trumped greed.  The S&P 500 Index has declined every day losing -12.70% in the last 7-days of...

Market Update: 02-24-20

The Issachar Fund (LIONX), is about 60% invested in a diverse group of leading growth stocks and about 50% in Muni Bond ETFs.  I sold the 30% hedge (short) tech position last Tuesday and the market peaked on Wednesday.  Since Wednesday, technology has fallen about 2.8% so the market is in a minor pullback which could result in a deeper...

Market Update: 02-18-20

The Issachar Fund (LIONX), is about 99% invested in a diverse group of leading growth stocks, about 50% in Muni Bond ETFs and about 30% Short Technology.  I purchased more stocks and muni bonds and put on a hedge (30% short) seeking to limit some downside risk should the market turn south on escalating coronavirus fears.  If the...