Lion

MARKET UPDATES

Directly from Dexter Lyons, Portfolio Manager

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 as it continued higher.  However, last Monday through Thursday, yields spiked … Market Update: 03-01-21 Read More »

Read More

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.  Consequently, I would rather miss out on a gap up in … Market Update: 02-22-21 Read More »

Read More

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 a few stocks that had exceeded my expectations, and I expect … Market Update: 02-16-21 Read More »

Read More

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 acted quickly to get reinvested, and we were rewarded.  In hindsight, … Market Update: 02-08-21 Read More »

Read More

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 my expectations.  I believe the stock market risk level has risen … Market Update: 02-01-21 Read More »

Read More

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.  My conviction level is high, and I expect to get more … Market Update: 01-25-21 Read More »

Read More

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 best ten market days of performance ever!  Consequently, I harvested some … Market Update: 01-19-21 Read More »

Read More

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 start in 2021 as growth stocks continue to perform well.  Last … Market Update: 01-12-21 Read More »

Read More

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 returns and with less drawdown!  I always view “return” in the … Market Update: 01-04-21 Read More »

Read More

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 additional liquidity being generated by the Fed.  The Fed still appears … Market Update: 12-28-20 Read More »

Read More
Scroll to Top