S.T.A.Y. Plus™ current position for Active portion of portfolio:  "BUY" 

Over the past 2 weeks the market has been moving up nicely. After re-engaging ~95% of all investable cash in recent weeks, our "active" model has closed the gap on the S&P (see chart below). In addition, the "core" model has consistently earned between .1 and .15% per week (APR of 5.2% - 7.8%) with almost no downward volatility. 

As exciting as it is to "make money" in the market, we still believe that the most important part of our investment strategy is avoiding market crashes. You can be certain that we remain vigilant in our daily efforts to protect your funds from market crash events, even as we are fully invested.

S.T.A.Y. Plus™ current position for Active portion of portfolio:  "BUY" 

Last week the market had mixed results, ending slightly down. This week is off to a good start, and our "Active" model is slightly out-pacing the S&P so far. As you can see below, our "Core" model continues to plow ahead with a modest but steady pace. Our "Active" model is holding 15% cash, and our "Core" is holding 5% cash, which should add nicely to our returns, as long as the market continues to cooperate. 

S.T.A.Y. Plus™ current position for Active portion of portfolio:  "BUY" (CAUTION!)

Over the past week the market has been moving mostly sideways with a few upward attempts. Although it hasn't fully made up it's mind, it would appear that it's leaning towards a breakout to the up-side. Earlier today, it barely eclipsed the previous all-time from a few days ago. 

Currently, our "Active" model is roughly 50% in cash, but we will deploy that cash if this upward momentum builds. Our "Core" model continues to march forward delivering a steady, modest return as expected. We will continue to keep a close eye on the market and respond accordingly.

​S.T.A.Y. Plus™ current position for Active portion of portfolio:  "BUY" (CAUTION!)

The market remains in a somewhat fragile state. Today, in particular, the market has been exerting some significant downward pressure, however, it remains to be seen if this is the beginning of a down-trend, or a short-term adjustment that will blow over. Until the market makes up it's mind, we will remain conservative with 40-50% of our models in cash, which has been working well for the past several days. 

​Rest assured, we are focused on what's happening and will adjust accordingly as the market dictates.

S.T.A.Y. Plus™ current position for Active portion of portfolio:  "BUY" (CAUTION!)

The market activity in the last week has demonstrated that things are fragile. Due to pull-backs, we have eliminated roughly half of our positions in both our "Active" and our "Core" models. Currently, we are not replacing those positions- choosing to keep roughly half of both models in cash until the market stabilizes a bit more. All remaining positions are continuing to add value. Our market strength indicators are still showing a "BUY" signal, however, it has weakened substantially and could easily turn to a "SELL" with another small nudge downward. In the event of a "Sell" signal, we will move our "Active" model to more defensive holdings, similar to our "Core" model's holdings.

It's hard to say where the market will go next, but you can be assured that we are paying very close attention and will take decisive action as things unfold. 

S.T.A.Y. Plus™ current position for Active portion of portfolio:  "BUY" 

Last week the "Active" model from our S.T.A.Y. strategy began to pull away from from the S&P 500, which was very gratifying. This week, the S&P may end up on top, but regardless, we continue to operate our strategy with much greater efficiency and sophistication resulting in better overall performance.  Our ability to easily spread the risk out over a diverse group of securities that can easily be monitored has been a game-changer. We are also scanning the universe of investable securities daily to determine if there are new securities emerging that are more attractive than the ones we currently hold. All of the security selection is accomplished through technical analysis methods. This means that we are using mathematics (technical indicators) to project the trajectory of the market and individual securities. Please let us know if you have questions or would like to hear more about the specifics of how we are implementing leading technology to make the S.T.A.Y. strategy better.