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Market Update: 03-02-18

     The Issachar Fund (LIONX) is 100% in CASH, as of 3/1/18.  I sold half of the Issachar Fund’s ETF positions on 2/27/18 and then I sold the remaining positions on 3/1/18 due to market price deterioration and volatility.  The S&P 500 Index was up 7.4% in January then it dropped 10.1% in February and …

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Market Update: 02-16-18

     The Issachar Fund (LIONX) is 80% invested in various Equity ETFs as of 2/16/18.  The Fund owns 8 ETFs (10% each) across several themes that seem to be under investor accumulation.  These ETF themes include: USA Momentum, USA Quality, US Banks, US Growth, Internet, Aerospace & Defense, Emerging Markets and Dividend Appreciation.  I sold …

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Market Update: 01-31-18

     The Issachar Fund (LIONX) is fully invested and leveraged (150%) in various   Equity ETFs (30%) and a Senior Floating Rate Mutual Fund (120%) as of 1/31/18.  The Fund owns 3 ETFs (10% each) across a few themes that seem to be under investor accumulation.  These themes include: USA Momentum, Value and Convertible Securities.  I …

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Market Update: 01-19-18

     The Issachar Fund (LIONX) is fully invested and leveraged (190%) in Various Equity ETFs (100%) and a Senior Floating Rate Mutual Fund (90%) as of 1/18/18.  The Fund owns 10 ETFs (10% each) across several themes that seem to be under investor accumulation.  These themes include: Momentum, Robotics, Large and Small Cap Value, High …

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Market Update: 01-03-18

     The Issachar Fund (LIONX) is fully invested and leveraged (135%) in the Income Opportunity Mutual Fund space (45%) and the Senior Floating Rate Mutual Fund space (90%) as of 1/2/18.  The Fund decreased its position in the Income Opportunity space to free up some cash to buy a few equity ETF positions.  Bond and …

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Market Update: 12-15-17

     The Issachar Fund (LIONX) is fully invested and leveraged (190%) in the Income Opportunity Mutual Fund space (100%) and the Senior Floating Rate Mutual Fund space (90%) as of 12/15/17.  The Fund increased its position in the Income Opportunity space because I believe this area has the potential to provide good risk-adjusted returns.  My …

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Market Update: 11-30-17

     The Issachar Fund (LIONX) is fully invested and leveraged (145%) in the Senior Floating Rate Mutual Fund space (80%) and the Income Opportunity Mutual Fund space (65%) as of 11/30/17.  The Fund sold its Japan and US Growth ETF positions as they hit their sell stops and purchased an Income Opportunity Mutual Fund.  The …

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Market Update: 11-13-17

The Issachar Fund (LIONX) is fully invested (100%) in the Senior Floating Rate Mutual Fund space (80%) with some Japan (10%) and US Growth (10%) ETFs, as of 11/09/17. I reduced the Fund’s exposure as a sign of caution because the junk bond index has rolled over and sliced through its 50-day moving average but …

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Market Update: 10-27-17

The Issachar Fund (LIONX) is fully invested and leveraged (215%) in: Senior Floating Rate (80%), Strategic Income (70%), Global High Income (20%), Absolute Return (10%) Mutual Funds and Senior Loan (35%) ETFs, as of 10/26/17.  I repositioned LIONX to take advantage of what I believe is a pending higher interest rate environment.  Senior Floating Rate …

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Market Update: 10-13-17

The Issachar Fund (LIONX) is fully invested and leveraged in: Strategic Income, Multi-Asset Income, Absolute Return and Global High Income mutual funds as of 10/13/17.  These funds have been growing at a steady low rate with a low drawdown risk and that appeals me to at this time.  In my opinion, it would not be …

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