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Market & Portfolio Review

Market & Portfolio Review

As of the market close on July 14 our flagship strategy(Tactical Opportunity) is up 43.2%(net of fess) in 2020 versus an S&P 500 Index loss of 1%.  Since inception(Jan/2017) our T.O. Strategy has gained 133% versus an S&P 500 return of 43%.  Despite rising...
Market & Portfolio Review

Market & Portfolio Review

As of market close July 8, 2020 our Tactical Opportunity Strategy is up 44.7%(net of fees) year to date versus a 2.6% loss for the S&P 500 Index year to date. Since inception(Jan. 1, 2017) the Tactical Opportunity Strategy has gained 135.8%(net of fees) versus a...
From The Worst To The Best

From The Worst To The Best

Great stuff from Ben Carlson of awealthofcommonsense.com:  The first quarter of 2020 saw the S&P 500 fall 19.6%. The second quarter of 2020 saw the S&P 500 rise 20.5%. Add this up and on a total return basis the U.S. stock market was down just 2.7% through the...
Headline

Headline

U.S. employers added a substantial 4.8 million jobs in June, and the unemployment rate fell to 11.1%  Nation has now recovered roughly one-third of the 22 million jobs it lost to the pandemic recession  But number of Americans who filed new claims for unemployment...