2018 Performance Update: Daily Decision LEADERS
(vs. S&P 500 19.9%)
The Daily Decision Models:
The Daily Decision is designed to be a simple, easy-to-follow e-letter service showcasing 3 different model portfolios. The LEADERS model is the flagship, growth oriented strategy that focuses on "where the action is" in terms of market leadership. The CORE model is a longer-term, risk-managed approach to keeping exposure to market risk in line with prevailing conditions. And as the name implies, the TRADING model is intended to be a tactical, opportunistic trading strategy.
Today's Model Review:
LEADERS Model: The LEADERS currently holds positions in the Technology, Industrials, Health Care, and Financial sectors. We are continuing to watch technology closely here as the sector has been downgraded by our models. However, given the long-term strength of the sector, we are giving the situation some room here.
CORE (Risk Managed Exposure) Model: Today's CORE model's exposure is largely in line with the current target at 90% vs. 100%. As a reminder, the goal of this model is to stay in tune with the overall risk/reward environment. Therefore, we make adjustments only when there is a meaningful and sustained divergence between the target model reading and our current positions.
TRADING Model: We currently hold trades in the Russell 2000, India Small Caps, Eurozone, a dividend-payer ETF, and the emerging markets.
Below are the current holdings of each model portfolio:
|Daily Decision Trading Service
Current Portfolio Summary
|The LEADERS Model|
|% of |
|Technology Select Sector SPDR||XLK||25%||12.1.16||$46.64||Hold|
|Industrial Select Sector SPDR||XLI||25%||8.14.17||$68.58||Hold|
|Health Care Select Sector SPDR||XLV||25%||11.27.17||$81.79||Buy|
|Financial Select Sector SPDR||XLF||25%||12.12.17||$28.19||Buy|
|The CORE EXPOSURE Model|
|% of ...|