lionx

Liquid like a Mutual Fund.
Managed like a Hedge Fund.

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“The Sons of Issachar were known for their understanding of the times...

1 Chronicles 12:32

Market Update: 03-01-21

The Issachar Fund (LIONX & LIOTX) is 25% invested (75% Cash) in 19 growth stocks on Sunday, February 28, 2021, with $55mil in AUM @ $12.52/shr. US Treasury 20yr bond yields have been rising since January, and the stock market seemed to be okay...

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Market Update: 02-22-21

The Issachar Fund (LIONX, BRI, ESG) is 98% invested (2% Cash) in 44 leading growth stocks on Sunday, February 21, 2021, with $59mil in AUM @ $13.51/shr.  I sold a few stocks before their earnings announcements last week to avoid any potential negative surprises. ...

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Market Update: 02-16-21

The Issachar Fund (LIONX, BRI, ESG) is 93% invested (7% Cash) in 44 leading growth stocks on Sunday, February 14, 2021, with $59mil in AUM.  The indexes are stretched but not broken, and it appears there is still room to run higher.  I sold...

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Market Update: 02-08-21

The Issachar Fund (LIONX, BRI, ESG) is 95% invested (5% Cash) in 51 leading growth stocks on Sunday, February 7, 2021.  My conviction level went up last week as the leaders resumed their advance after a brief consolidation.  I recognized the bullish patterns and...

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Market Update: 02-01-21

The Issachar Fund (LIONX, BRI, ESG) is 26% invested (74% Cash) in 13 leading growth stocks on Sunday, January 31, 2021.  Many LIONX stocks came under heavy selling pressure last week, so I reduced our risk exposure by selling stocks that did not meet...

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Market Update: 01-25-21

The Issachar Fund (LIONX, BRI, ESG) is 92% invested (8% Cash) in 47 leading growth stocks on Sunday, January 24, 2021.  We have been rewarded for taking risk, and growth stocks still appear to be under accumulation, so I did more buying last week. ...

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Market Update: 01-19-21

Subject:  Leaders Under Pressure!     But I Am Still Bullish! (Fact Sheet)  (Performance & Top 10 Stocks)  (NACFC Integrity Award) The Issachar Fund (LIONX, BRI, ESG) is 53% invested (47% Cash) in 37 leading growth stocks on Sunday, January 17, 2021.  LIONX just completed its...

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Market Update: 01-12-21

(Click here for the LIONX 4th Quarter Fact Sheet)  (Click here for Performance and Top 10 Stocks) The Issachar Fund (LIONX, BRI, ESG) is 99% invested (1% Cash) in 45 leading growth stocks on Sunday, January 10, 2021.  LIONX is off to a great...

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Market Update: 01-04-21

Growth Stocks Still Leading!    Liquidity Still Strong! The Issachar Fund (LIONX, BRI, ESG) is 88% invested (12% Cash) in 48 leading growth stocks on Sunday, January 3, 2021.  (4th Quarter Fact Sheet) LIONX finished 2020 with a net gain of 26.19%, surpassing its benchmark...

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Market Update: 12-28-20

The Issachar Fund (LIONX, BRI & ESG) is 88% invested in 45 growth stocks on Sunday, December 27, 2020.  I took LIONX to a more fully invested position last week as my conviction level increased mainly due to how growth stocks responded to the...

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