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: 09-16-19

The Issachar Fund (LIONX), is essentially in CASH until the dust settles!  All positions were under pressure last week as rates rose, so I liquidated all bond exposure.  The long-term treasury bond dropped over 6% last week as the market digests a potentially less-dovish …

Market Update: 09-09-19

The Issachar Fund (LIONX), is fully invested in Muni Bonds, Mortgage Bonds, International Bonds and Gold.  I reduced our bond exposure last week due to a spike in rates which caused our bond positions to decline in value.  I did not sell our gold …

Market Update: 09-03-19

The Issachar Fund (LIONX) (BRI, Risk Managed, Trend Following, Alternative Hedge Fund Like Mutual Fund, seeking low-correlation) is fully invested in Muni Bonds, Mortgage Bonds, International Bonds and Gold.  Our current positions have performed well.  I am a “trend follower” at heart which means …

Market Update: 08-26-19

The Issachar Fund (LIONX) - Risk Managed BRI - is fully invested in Muni Bonds, Mortgage Bonds, International Bonds and Gold.  I increased allocations to our bond position by adding a mortgage bond ETF last week as my bond conviction level increased.  I am …

Market Update: 08-19-19

The Issachar Fund (LIONX) - Risk Managed BRI - is fully invested in Muni Bonds, International Bonds and Gold. I sold all stock positions as the stock market tested the 8/5/19 low and stops were triggered.  Muni bonds and gold have been performing well …

Market Update: 08-12-19

The Issachar Fund (LIONX) is fully invested in Muni Bonds, International Bonds, Growth Stocks, and Gold.  I added a few more growth stock positions (15%), an international bond ETF (20%) and I sold the preferred stock ETFs due to a stop loss being triggered.  …

Market Update: 08-05-19

The Issachar Fund (LIONX) is fully invested in Muni Bonds, Preferreds, Stocks, Small Cap Index Short and Gold.  I added a few more long stock positions that were exhibiting signs of institutional accumulation after delivering a “surprise” earning report.  I kept the index short …

Market Update: 07-29-19

The Issachar Fund (LIONX) is fully invested in Muni Bonds, Preferreds, Stocks, Small Cap Index (Short) and Gold.  Munis and Preferreds continue to perform well in this current environment of lower rates and I expect rates may keep declining in the near future.  I …

Market Update: 07-22-19

The Issachar Fund (LIONX) is fully invested in Muni Bonds with a small allocation in Preferreds (25%) and Gold (5%).  Munis and preferred stocks are still acting well in anticipation of lower rates.  Gold has not been this high since March of 2014.  Higher …

Market Update: 07-16-19

The Issachar Fund is fully invested in Muni Bonds with a small allocation in Preferreds (20%).  I sold our stock positions to lock in some short-term gains and purchased a Gold ETF that tracks the price of gold bullion.  Gold has been trending higher …

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