SET Portfolio Updates
SET Portfolio Update October 2014
October 7, 2014 October is infamous for being the month of market crashes. The panic of 1907, the crash of 1929, and Black Monday in 1987 all happened in October. Even the 2008 financial crisis had some of the biggest selloffs during the month of October. Judging by the recent market action, investors have become […]
SET Portfolio Update September 2014
September 2, 2014 I hope you had a great summer. It’s time for the kids to go back to school and for football season to add some drama to our lives. Because the recent stock market action has been anything but dramatic. For the most part, the S&P 500 has marched steadily higher despite some […]
SET Portfolio Update August 2014
August 5, 2014 Welcome to the dog days of summer. It’s the time of year when the action on Wall Street dwindles down to a trickle. We see it every year… droves of big players leave the concrete jungle for their beach house or mountain chateau. And anything can happen in these thinly traded markets. […]
SET Portfolio Update July 2014
July 1, 2014 As we reach the halfway point of 2014, the S&P 500 is up 7% year-to-date and flirting with all-time highs. One of the things that’s drawing a lot of attention lately is complacency among investors and the lack of a major pullback from stocks. It’s been over two years since the S&P […]
SET Portfolio Update June 2014
June 10, 2014 So much for a quiet summer for stocks… The bulls have taken charge and the S&P 500 is surging to new all-time highs. As I pointed out last month, the ‘Sell in May and go away’ crowd was in danger of missing out on a big rally in stocks this summer. And […]
SET Portfolio Update May 2014
May 6, 2014 It’s that time of year again. You hear it every May. That’s right, it’s time to ‘Sell in May and go away’. I’ll see you all in October when it’s safe to invest again! Just kidding… It’s true that the weakest six month stretch from May to October is historically a weak […]
SET Portfolio Update April 2014
April 1, 2014 Due to the rapidly deteriorating market conditions, I’ve decided to sell all of our open ETF positions and invest in Bitcoin. Because, you know, how can investing in an unregulated market for an invisible cryptocurrency not produce huge profits! April Fools! Sorry, I couldn’t resist a chance to poke fun at Bitcoin. […]
SET Portfolio Update March 2014
March 4, 2014 It’s been quite a month since our last portfolio update. At the time, stocks were in the midst of a dramatic correction. Investor sentiment had swung to extreme levels of fear and a bearish outlook for stocks was the prevailing attitude. Then with little or no warning, the stock market selloff stopped, […]
SET Portfolio Update February 2014
February 4, 2014 Wow!!! After months and months of low volatility trading for US stocks, a good old fashioned market correction feels foreign. One thing’s for sure, volatility has returned with a vengeance. Yesterday’s losses were the largest single day move for the Dow Jones Industrial Average since June of last year. The large cap […]
SET Portfolio Update January 2014
January 7, 2014 Happy New Year! Over the last year, we recommended 15 ETFs. We currently have 11 open positions that are all showing solid gains…. Eight of them are up double digits. We also sold 13 ETFs last year. 12 out of the 13 ETFs we sold last year for profit. The average gain […]
