Lion

MARKET UPDATES

Directly from Dexter Lyons, Portfolio Manager

Market Update: 03-30-20

The Issachar Fund (LIONX), is about 78% invested as of 3/29/20 and feeling very bullish!  After seeing above-average volume capitulation selling last Monday then three days of above-average volume index price gains last week, I started buying on Thursday.  LIONX is about 58% invested in individual growth stocks and about 20% in a mortgage bond … Market Update: 03-30-20 Read More »

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Market Update: 03-23-20

The Issachar Fund (LIONX), is still in Cash as of 3/22/20, but that could change!  Cash has been a haven for LIONX shareholders since 2/25/20 as stocks have taken a beating.  The S&P 500 Index is down over 26% YTD and the trend is still pointing lower.  It is hard to imagine but the S&P … Market Update: 03-23-20 Read More »

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Market Update: 03-16-20

The Issachar Fund (LIONX), is still in Cash as of 3/15/20, but my watch list is growing!  LIONX went to an “all cash” position on 2/25/20 after hitting sell triggers.  I followed my sell discipline and therefore avoided further declines which could have led to life-changing losses.  The S&P 500 Index is down over 20% … Market Update: 03-16-20 Read More »

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Market Update: 03-09-20

The Issachar Fund (LIONX), is still in Cash as of 3/8/20, but I see incredible opportunity in the making!  While it was hard to see what could go wrong when LIONX was last fully invested on February 19, I believe one must always be ready to sell positions if risk rises and one’s “line in … Market Update: 03-09-20 Read More »

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Market Update: 03-02-20

The Issachar Fund (LIONX), is 100% in Cash as of 3/1/20!  As previously discussed, I heeded the “red flags” and sold all positions including our muni bond ETFs.  The coronavirus fears have spread faster than anticipated and fear has trumped greed.  The S&P 500 Index has declined every day losing -12.70% in the last 7-days … Market Update: 03-02-20 Read More »

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Market Update: 02-24-20

The Issachar Fund (LIONX), is about 60% invested in a diverse group of leading growth stocks and about 50% in Muni Bond ETFs.  I sold the 30% hedge (short) tech position last Tuesday and the market peaked on Wednesday.  Since Wednesday, technology has fallen about 2.8% so the market is in a minor pullback which … Market Update: 02-24-20 Read More »

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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 … Market Update: 02-18-20 Read More »

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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 … Market Update: 02-10-20 Read More »

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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 … Market Update: 02-03-20 Read More »

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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 Update: 01-27-20 Read More »

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