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: 02-18-20

The Issachar Fund (LIONX), is about 99% invested in a diverse group of leading growth stocks, about 50% in Muni Bond ETFs and about 30% Short Technology.  I purchased more stocks and muni bonds and put on a hedge (30% short) seeking to limit …

Market Update: 02-10-20

Here is a revised link to My Strategy. The Issachar Fund (LIONX), is about 80% invested in a diverse group of leading growth stocks and about 40% in Muni Bond ETFs.  I covered the Short “hedge” position last Monday as China and the Fed opened …

Market Update: 02-03-20

The Issachar Fund (LIONX), is about 40% invested in a diverse group of 21 Leading growth stocks hedged with a 35% SHORT in a Large-Mid Cap Value Index.  In theory, we are about 5% net long stocks going into Monday.  The market took a …

Market Update: 01-27-20

The Issachar Fund (LIONX), is about 35% invested in a diverse group of 22 individual growth stocks.  I “rang the register” last week and realized some stock gains in LIONX as the market appeared vulnerable to some profit taking.  I am comfortable with current …

Market Update: 01-22-20

Here is a link to the latest 4th Quarter Issachar Fund Fact Sheet The Issachar Fund (LIONX), is about 70% invested in a diverse group of individual growth stocks.  I sold the index Short that was not helping returns as the Fed “stepped back on …

Market Update: 01-13-20

Here is a link to the latest 4th Quarter Issachar Fund Fact Sheet The Issachar Fund (LIONX), is 70% invested in a group of growth stocks with a 30% Short in technology.  I reduced exposure last week to lock in profits as I believe the …

Market Update: 01-06-20

The Issachar Fund (LIONX), is fully invested in growth stocks.  I sold the 10% index short because I became convinced the market was heading higher.  I was expecting the market to sell off on the 1st trading day of the year as investors may …

Market Update: 12-30-19

The Issachar Fund (LIONX), holds 90% growth stocks and a 10% index short.  I sold several stocks that were not performing as expected and I added an index short as a hedge.  Hedging could potentially create profits during a market decline.  If indexes take …

Market Update: 12-23-19

Click here to watch “My Strategy”. The Issachar Fund (LIONX), is fully invested in growth stocks!  I sold the index short because I became more convinced that this market may be headed higher.  A large majority of LIONX stocks have at least two consecutive quarters …

Market Update: 12-16-19

The Issachar Fund (LIONX), is fully invested in growth stocks with a 30% index short as a hedge.  I increased stock exposure and added a short position in an effort to minimize the downside should the market decide to “take profits”.  I plan to …

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