Market Update: 03-15-21

The Issachar Fund (LIONX & LIOTX) is 95% invested (5% Cash) on Sunday, March 14, 2021, with $66mil in AUM @ $12.54/shr.  After exiting the lagging large-cap “stay at home” stocks that had performed well for us, I repositioned Issachar to the “reopen” stocks that appear to be leading the market higher. Reopen cyclical stock sectors...

Market Update: 03-08-21

 Fear to Cheer!  Correction Over?       The Issachar Fund (LIONX & LIOTX) is 100% in Cash on Sunday, March 7, 2021, with $64mil in AUM @ $12.30/shr.  Sell stops were triggered last week, so I followed my discipline and exited positions.  Many indexes traded below their respective 50-day moving averages on above-average...

Market Update: 03-01-21

The Issachar Fund (LIONX & LIOTX) is 25% invested (75% Cash) in 19 growth stocks on Sunday, February 28, 2021, with $55mil in AUM @ $12.52/shr. US Treasury 20yr bond yields have been rising since January, and the stock market seemed to be okay as it continued higher.  However, last Monday through Thursday, yields spiked over 13%and...

Market Update: 02-22-21

The Issachar Fund (LIONX, BRI, ESG) is 98% invested (2% Cash) in 44 leading growth stocks on Sunday, February 21, 2021, with $59mil in AUM @ $13.51/shr.  I sold a few stocks before their earnings announcements last week to avoid any potential negative surprises.  Consequently, I would rather miss out on a gap up in price after earnings...

Market Update: 02-16-21

The Issachar Fund (LIONX, BRI, ESG) is 93% invested (7% Cash) in 44 leading growth stocks on Sunday, February 14, 2021, with $59mil in AUM.  The indexes are stretched but not broken, and it appears there is still room to run higher.  I sold a few stocks that had exceeded my expectations, and I expect to add new positions this week. ...

Market Update: 02-08-21

The Issachar Fund (LIONX, BRI, ESG) is 95% invested (5% Cash) in 51 leading growth stocks on Sunday, February 7, 2021.  My conviction level went up last week as the leaders resumed their advance after a brief consolidation.  I recognized the bullish patterns and acted quickly to get reinvested, and we were rewarded.  In hindsight...