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S.T.A.Y. UP; S&P Down

3/30/2026

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

The market continues to feel the stress of the situation in the middle east. The S&P is now down more than 7%, YTD. The S.T.A.Y. strategy, however, is comfortably marching upward, about 5% YTD. Currently, the "active" model is holding 6 positions (30% invested, 70% cash). Earlier today, we positions in the "core" model, to get it ~ 30% invested as well. Although we have found some securities that are thriving in this environment, things can change quickly, so we will remain vigilant. (Chart below updated after market close on 3.27.2026) 
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