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S&P Choppy, but Positive

5/1/2026

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

Based on our technical indicators, we switched back into a "BUY" position on April 16th. In the past week, the market has continued to be more positive than negative, however, it's been a bit of a bumpy ride. This morning, we moved from 60% invested in the "active" model to 80% invested. As you will notice in the chart below, the 12 positions that we were in yesterday (plus 40% cash) out-performed the S&P, which had a good day in it's own right. Today's final results have not yet posted, but they are positive and should bring the "active" model to better than 6% YTD, and ahead of the S&P YTD. Should market conditions continue to improve, we will add more positions and return to 100% invested in the "active" model. The "core" model continues to remain stable with little to no growth. If the market becomes less volatile, this will open the door for more growth-oriented securities in that model. Until then, we will settle for stable in the "core" model. 
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