Wednesday, September 11, 2013

Complete Summary of the Core Equities Folio Performance from Sept 1st 2013 to Sept 11th, 2013

Complete Summary of the GWM Core Equities Folio Performance and Position Weightings for the month of September so far. We are on the comeback trail.


The positions were valued on 09/11/2013 at 11:00 am.




GWM Core Equities Folio



This blog post does not constitute an offer of investment advice. This blog is only provided for educational purposes. Please read the Important Blog Disclosure posted in the right channel bar.

Las Vegas Sands (LVS) Yet Another Core Equities Position

Las Vegas Sands is another Gap Up stock. It is up another 1.10% today as I write. It is getting extended now with a High Jump Indicator reading of 96.47. When this reading hits 100 it has historically been a good time to take your profits.







Las Vegas Sands
Daily Chart


* Las Vegas Sands has a 10% allocation in the Core Equities Folio.

Facebook (FB) Another Core Equities Folio Winner

Facebook's chart looks a lot like Yelp. Don't you think? It is up also today by 2.5% as I write.

Most investors think they have missed the boat after a stock gaps up. This is generally wrong thinking; A gap up on above average volume really tells us that the big institutions want to own the stock in a big way.


Facebook Daily Chart



Facebook has a 20% allocation in the Core Equities Folio.

YELP - Big Winner in Our Core Equities Folio

I remember when Jackie Gleason would say "to the moon Alice" in the old Honeymooners sit-com.  I know I am giving away my age. Well, that is what YELP has been doing.

It is up another 3.79% today as I write.


This is is what a real leading stock looks like on a chart.





YELP Daily Chart




The Core Equities Folio has the following percentage allocation in our newly restructured Model Portfolios:

Golden Years - 10%

In-Betweener - 20%

Go-Getter - 40%


* YELP has a 20% allocation in the Core Equities Folio.


Tuesday, September 10, 2013

GWM Core Equity Folio and Major Markets Folio New Positions

Below are the newly taken positions in two of the GWM Model Portfolio folios:

Having bought the dip is paying off.







GWM Core Equities Folio



The Major Markets Folio, for the first time in a while, now has exposure to selected international markets. Europe is finally emerging from their long time recession. The European market (VGK) has bottomed and is now in the beginning phase of a new bull market. The South Korean market, which is actually more tied to the US than Asia, is performing well (EWY). The Japanese market (DXJ), while volatile, looks promising as their economy seems to be turning the corner. Finally, the Nasdaq (QQQ) is outperforming all other US markets.




Major Markets Folio



I just added DXJ today.




As you should be aware the Flexible Income Folio has been retired and is no longer dragging down our performance. 

Monday, August 5, 2013

GWM Core Equities Folio Holding: Facebook (FB)



Facebook has finally found it's mojo. They have successfully developed a method for delivering ads effectively in the mobile space (smart phones).  This will substantially boost their ad revenue going forward. 


The following is an excerpt from an Investor's Business Daily article:


Facebook Video Ad Boost Said To Be Underestimated

 Posted 
Facebook (FB) shares were up more than 2.5% in afternoon trading Monday after investment bank Piper Jaffray raised its price target on the stock, saying video ads could give a big boost to the leading social network.
"We believe the street has largely yet to contemplate the video offering numbers," analysts Gene Munster and Douglas Clinton wrote in a Monday research note.
They hiked their price target on the stock to 46 from 38, based on the potential for 15-second video ads in users' Instagram or Facebook feeds, they wrote in the note.
Market in Uptrend


Read More At Investor's Business Daily: http://news.investors.com/technology/080513-666390-facebook-said-to-be-readying-video-ads.htm#ixzz2b9CUyCll
Follow us: @IBDinvestors on Twitter | InvestorsBusinessDaily on Facebook

Tuesday, June 18, 2013

GWM Model Portfolios Current Positions - Close to 100% Invested



Click the following link to lookup company info by symbol.



Market Snapshot

Bulls are back in the saddle.


Market Direction Model

Hoping to see some green soon.

We are clawing our way back from what, once again, turned out to be a relatively small pull-back in the 5% range. 



Chart View
S&P 500 Index


The market closed on a higher high today.
The Downtrend has been stemmed for the moment.



This blog post does not constitute an offer of investment advice. This blog is only provided for educational purposes. Please read the Important Blog Disclosure posted in the right channel bar.