Investment Decision Tools for Portfolio Management
The Investment Strategy Network (ISN) web product is an investment tool designed to assist in the decision-making process of both private and institutional investors.
World Markets Stock Consideration Report – USA – 2019 June
The market over the past 30 days has been very much like riding a roller-coaster. You start and stop in the same place while experiencing a rather thrilling period in-between. The DOW moved over 1,000 points resulting in a 4% move if you measure the change between the high for the month, 25,877, to the low, 24,815. However, the change from this time last month, May and today, June, is less than 1% and only 189 points, less than a good 1 day move.
5G model Portfolio – Clearfield [CLFD] Added to Portfolio
The Investment Strategy 5G Model Portfolio has added Clearfield [CLFD] to the portfolio. The company has passed all criteria to be included.
5G Model Portfolio – Calix [CALX] Added to Watch List
The Investment Strategy 5G Model Portfolio has added Calix [CALX] to the universe of stocks that are covered under the 5G classification. The company was posed to pass all of the criteria to be included in the model portfolio until this quarter.
Investment Strategy Today
China continues to slow, Europe seems to be stuck in neutral, fears of escalating prices due to trade disruptions are not materializing while markets react to immediate conditions without long term views or information. It appears that many investors are creating movement, but no one is moving in a logical direction.
World Markets Stock Consideration Report – May
Consideration classification percentages remain balanced with 25% in the SELL / SELL WATCH classification and 21% in the BUY / BUY WATCH area. This is much better than 2017 when the market was lopsided toward the SELL / SELL WATCH side of the circle.