Powerfund Portfolios Trade Alert!

Powerfund Portfolios Trade Alert!

Trade Alert!

January 9, 2016
Category: 
Powerfund Portfolios

It was a rough-and-tumble 2015 - a year in which most funds fell. Very few total portfolios of bonds and stocks posted gains in 2015. We've made some changes to keep portfolio downside risk low for the time being, and we're taking some winnings off ...read the rest of this article»

Trade Alert!

March 18, 2015
Category: 
Powerfund Portfolios

We're throwing open the windows, sweeping the floors, and tidying up both Powerfund portfolios with big spring cleaning trades in each. We're cutting back on a speculative short fund that's produced some of our biggest gains ever. We're waving goodbye to a fund we've held twice since 2003. And we're saying hello to a brand new position in an international bond fund of mystery - a fund category we ditched years ago when the Euro was riding high. Read all about it by clicking here. ...read the rest of this article»

Trade Alert

September 26, 2014
Category: 
Powerfund Portfolios

Today we sold our two PIMCO funds in our Conservative portfolio (and the majority of our PIMCO fund holdings in our client accounts) and moved into Vanguard Mortgage-Backed Securities ETF (VMBS). ...read the rest of this article»

Trade Alert

August 19, 2013
Category: 
Powerfund Portfolios

We executed a trade in both the Conservative and Aggressive Powerfund Portfolios on August 15th, 2013.  ...read the rest of this article»

September 2011 Trade Alert!

September 19, 2011
Category: 
Powerfund Portfolios

We’ve executed a trade in both the Conservative and the Aggressive Powerfund Portfolios today, September 19th 2011. The main goal is a small increase in stock fund allocation by 5% for the aggressive portfolio and 1% for the conservative portfolio because stocks, while riskier, are more attractively priced than bonds after the slide in stocks this year. More important to our methodology, fund investors are taking money out of stocks and going into bonds at elevated levels.  ...read the rest of this article»

June 2010 Trade Alert!

June 30, 2010
Category: 
Powerfund Portfolios

We're making trades in both the Conservative and Aggressive Powerfund Portfolios, effective June 30th, 2010. ...read the rest of this article»

May 2010 Trade Alert!

May 27, 2010
Category: 
Powerfund Portfolios

In recent commentary we noted pending trades to move us away from higher risk, cyclical bond and stock categories and towards lower default risk bonds and less cyclical stock fund categories. We want to be in fund categories that other investors are avoiding. During the last hurrah of this market comeback, investors are piling back into foreign markets, junk bonds, small cap, natural resource and commodities, and the like. ...read the rest of this article»

June 2009 Trade Alert!

June 30, 2009
Category: 
Powerfund Portfolios

Our roughly 60% return in four months (double the overall market) in the Financials Select Sector SPDR ETF (XLF) marks a good exit point from financial services stocks. While financial stocks may have more upside, the bargains are gone and we don’t expect the sector to outperform the market going forward - the main reason to own a sector fund in the first place. For the time being we are increasing our bond allocation even though bonds are not screaming buys at current yields. We think we may see some more interesting stock fund opportunities in coming months. ...read the rest of this article»

February 2009 Trade Alert!

February 27, 2009
Category: 
Powerfund Portfolios

We are making trades in six of seven Powerfund Portfolios. Broadly speaking these trades are: 1) to remove some closed end funds that are no longer a bargain because the discounts have gone away 2) to lock in large gains from shorting commodities 3) to increase our stock allocations slightly. ...read the rest of this article»

October 2008 Trade alert!

October 10, 2008
Category: 
Powerfund Portfolios

We know it is difficult to buy after losing significant money in the worst market drop since the Great Depression. Most fund investors are either sitting still or selling. We can’t do that at MAXadvisor – it is against our philosophy. ...read the rest of this article»

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