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: 10-14-19

The Issachar Fund (LIONX), is in Cash patiently waiting for our next opportunity.  I sold all of the bond positions from the fund portfolio as the 20-year treasury bond dropped about 3.8% last week which caused yields to shoot higher.  The 10-year treasury yields …

Market Update: 10-07-19

The Issachar Fund (LIONX), is fully invested in Bond ETFs.  I added to our bond positions (international, munis and short-term corporates) last week as they seem to have caught a bid while stock indexes dropped about 3% into Wednesday then rallied about 2% into …

Market Update: 09-30-19

The Issachar Fund (LIONX), is about 80% invested in Bond and Preferred ETFs.  I reduced exposure last week as some of our positions seem to have run out of gas.  Gold fell hard mainly due to a strong dollar.  The dollar rallied mostly because …

Market Update: 09-23-19

The Issachar Fund (LIONX), is fully invested in Bond and Preferred ETFs and a Gold Mutual Fund.  The yield on the 10-year Treasury Bond peaked on 9/13/19 as it bumped up against its down trending line of resistance and has traded lower since.  This …

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.  …

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