Lion

MARKET UPDATES

Directly from Dexter Lyons, Portfolio Manager

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 some downside risk should the market turn south on escalating coronavirus fears.  If the “fears” diminish, I plan to remove the hedge and stay long.  I am of the opinion that Chinese and US central banks will flood the market with liquidity as needed to squash …

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 their spigots of QE amid escalating coronavirus fears.  The flood of new money helped the market rally strongly from Monday through Thursday and then took a breather on Friday.  I believe we are in an expansion cycle where growth stocks outperform value stocks, so my focus …

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 little wind out of our sails this past week as the corona virus infected the stock market.  Some stocks were immune to the virus, but I believe they will likely fall if the corona virus fears are not contained in short order.  The corona virus was …

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 positions but will not hesitate to sell more stocks should the market sell-off escalate to unacceptable levels of risk.  I define risk as potential loss and my job is to manage the risk while letting the market determine the return.  The market was down a little …

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 the gas pedal”.  I have been tweaking the portfolio recently, seeking to lock in some gains ahead of earnings announcements and buying stocks that have already reported good results.  I have been buying stocks that have consistently increased their sales and earnings for the last two …

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 appears ready for a pull-back.  No one that I know has ever gone broke taking profits.  I added a 30% technology index short as I believe stocks look a little extended and could be subject to some profit taking so this short is designed to …

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 have deferred taxable gains into the new year but the market rallied about 1% instead.  That told me there were more buyers than sellers, which led me to believe the market still had a little “gas left in the tank”.  However, possible Iranian retaliation after the …

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 a steep dive in January, I do not believe the hedging will make the fund money as much as I believe hedging will allow the fund to lose less.  The market is extended, and I believe is due for some profit taking but I do not …

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 of increasing sales and earnings AND double-digit earnings estimates for next year.  LIONX holds about 85 individual stocks with weightings averaging a little more than 1% each.  LIONX is a BRI, Trend Following, Liquid-Alternative Mutual Fund that is Actively Managing  Risk like a Hedge Fund seeking …

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 remove the hedge shortly.  I am bullishly optimistic on the market into the new year mainly because the Fed continues to expand its balance sheet and I believe the market seems to welcome the added liquidity.  Imagine what you would do if the Fed gave you …

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