Upwards & Onwards!

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

The market has been stretching it's wings a bit over the last few weeks and we are soaring right along with it, as you can see in the graph below. Our "Active" model has been neck and neck with the S&P. Earlier in the year, our model (which wasn't deployed for most of you, due to the transitions from Goldman Sachs) was also soaring, however, we had not fine-tuned our "stop/loss" mechanism, so we gave back some of those gains when the market sank. Now, however, we are hitting our stride both in security selection, and entry / exit timing. In the past several weeks we've had many examples of our securities "stopping out" before doing much, if any damage at all. These securities are then replaced by new ones that meet our proprietary mix of criteria, which we have developed for identifying securities that are in an uptrend, but haven't yet reached their likely potential.  

We are very pleased with our new platform at Axos because of how it has allowed us to develop more sophistication within the STAY strategy. 

By way of review, we offer 6 portfolios: 
Aggressive (100% "Active", 0% "Core")
Moderate Aggressive (80% "Active", 20% "Core")
Growth (60% "Active", 40% "Core")
Balanced (50% "Active", 50% "Core")
Moderate Conservative (40% "Active", 60% "Core")
Conservative (20% "Active", 80% "Core")

If you would like to review your portfolio, please give us a call!