If you’d like to add friends or family to this email list, please sign up here. November brought an end to the six-month streak of record-setting markets, among the longest runs of consecutive new monthly highs since the 1970s. Even with volatility returning, our portfolios held up well. Growth finished
If you’d like to add friends or family to this email list, please sign up here. October delivered another round of record highs across major equity indices. Despite holding elevated cash positions of roughly 50% across model portfolios, we posted solid results. The American Growth Portfolio led with a 3.9%
If you’d like to add friends or family to this email list, please sign up here. September brought another wave of record highs across major stock indices, extending the V-shaped recovery we anticipated earlier this year. Our portfolios have responded well: the Growth Portfolio is up 40.7% over the past
If you’d like to add friends or family to this email list, please sign up here. August delivered another round of record highs across major stock indices, extending the sharp rebound we anticipated earlier this year. Our proprietary indicators remain constructive, and late-month data confirmed this strength. A rare breadth
If you’d like to add friends or family to this email list, please sign up here. July marked another strong month for equity markets, with major indices reaching new all-time highs. This continues the powerful rebound that began in the spring, and the underlying data supports a constructive outlook in
If you’d like to add friends or family to this email list, please sign up here. Markets continued their upward march in June, with major indices reaching new all-time highs. Our portfolios remain well-positioned: The Growth Portfolio is up 24.5% over the past year, the American Growth Portfolio is up
If you’d like to add friends or family to this email list, please sign up here. Markets rebounded sharply in May, with our Growth portfolios posting strong gains and the Income portfolio advancing as well. Much like the rallies of 2009, 2018, and 2020, this one is fast, forceful, and,
If you’d like to add friends or family to this email list, please sign up here. Despite historic volatility, April ended on a strong note. The Growth portfolios posted solid gains for the month, while the Income portfolio saw a modest pullback. Year-over-year, all model portfolios remain firmly in positive
If you’d like to add friends or family to this email list, please sign up here. Over the past year, the Growth Portfolio has gained 10.8%, the Income Portfolio is up 14.5%, and the American Growth Portfolio is down 5.0%. While markets pulled back in March, this is precisely the
If you’d like to add friends or family to this email list, please sign up here. The recent market pullback has created a window of opportunity for strategic investors. While the Growth and Income Portfolios retraced most of January’s gains, U.S. stock indices remain near record levels, reinforcing the long-term
If you’d like to add friends or family to this email list, please sign up here. January was another strong month for our portfolios, with both the Growth Portfolio and the Income Portfolio reaching new all-time highs. The American Growth Portfolio, however, ended lower, reflecting broader market volatility. Despite recent
If you’d like to add friends or family to this email list, please sign up here. The Growth and Income model portfolios closed 2024 with exceptional results, demonstrating our disciplined approach and ability to navigate evolving markets. Over the year, the Growth Portfolio delivered a strong 23.7% return, the Income
If you’d like to add friends or family to this email list, please sign up here. The Growth and Income model portfolios once again delivered strong performance in November. The activity in volatility hedges we highlighted in last month’s update helped drive equities substantially higher, as anticipated. Notably, we witnessed
If you’d like to add friends or family to this email list, please sign up here. Our Growth and Income model portfolios continued to reach new highs in October, building on recent gains. As we approach the U.S. election, we see a favourable market outlook regardless of the result. Volatility
Join the mailing list here The Growth and Income model portfolios performed well in September, continuing their upward trajectory. Over the last year, the Growth Portfolio has climbed 32.9%, the Income Portfolio is up 42.0%, and the American Growth Portfolio has risen by 24.7%. These results reflect our focus on
Join the mailing list here We are pleased to report that our Growth and Income model portfolios have once again finished higher in August. Despite the typical summer lull, early August brought a significant spike in volatility, with the VIX Index surging above 50—a level usually associated with the most
Join the mailing list here Today we are witnessing a cultural shift where institutional authority is becoming the dominant source of truth. The U.S. Federal Reserve’s (The Fed) GDPNow estimates, for example, often overshadow alternative perspectives, establishing a single narrative that can significantly influence market psychology. This deference to authority
Join the mailing list here Despite some volatility in stocks in July, our Growth and Income model portfolios recorded gains while our American Growth model portfolio closed flat for the month. Over the past seven months, we’ve witnessed a remarkable rally in our top-performing stocks. Last month, as some of
Join the mailing list here June was another remarkable month for our portfolios, with many of our stocks reaching new all-time highs once again. Recent economic indicators suggest a resilient economy backed by falling inflation, steady employment, robust consumer spending, improving household net worth, rising incomes relative to debt payments,
Join the mailing list here Stocks rebounded higher in May, with many making new all-time highs in the month. The fundamental conditions that ignited this market rally in late 2022 remain unchanged, and we anticipate the rally will continue. Our optimism is grounded in the stimulative fiscal policies, especially in
Join the mailing list here Stocks consolidated their recent gains last month, reaching what we believe to be a near-term low in mid-April. Our analysis of various measures of volatility and options trading suggests a climax in selling occurred, likely exaggerated by U.S. investors selling stocks ahead of their April
Join the mailing list here Throughout March, stocks continued their upward trajectory, with many of our holdings again achieving new all-time highs. Our optimism regarding the prevailing economic environment remains bolstered by supportive fiscal policies driving growth, particularly in the U.S. The sustained commitment thus far to maintaining interest rates at
Join the mailing list here February continued the market’s winning streak, seeing a fresh round of new all-time highs for many of our holdings. We remain optimistic about the current economic climate, particularly given the supportive fiscal policies driving ongoing growth in the USA. With the market’s strength since December,
Join the mailing list here In January, stocks maintained their upward momentum, with many of our holdings again reaching new all-time highs. We remain optimistic about the prevailing positive economic conditions, particularly in the United States, which are bolstering corporate earnings. This optimism fuels our expectation for continued gains in
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