Model Oil Portfolio

Oil Portfolio Just Below Break-Even

The outlook for the energy sector, and particularly for the oil component, was given a boost on Friday as the OPEC+ cartel agreed to cut oil production in Q1/2020. Our Portfolio continues to perform relatively well but is still struggling to gain much traction in positive territory. [more]

Analyst Articles

RASI: Index Falls Below Critical 500 Benchmark

Last week, the RASI declined below the important 500 level. This is bearish as it signals that the outlook for the stock market is Negative. Right now, the RASI and the DJIA are diverging, with the RASI declining and the DJIA rising. A divergent trend rarely lasts long. [more]

Seasonality-Holly
eCommerce/Retail

Seasonality Trends: For December 2019

As 2019 starts to draw to a close, investors will be assessing their portfolio performance. Results should be good as most major indexes in North America did well. Our December Seasonality Trends Report highlights what indexes/sectors are currently going-in/going-out of expected strength. [more]

Dividend Portfolio

Dividend Portfolio – New Portfolio from eResearch

The Dividend-Income Portfolio has a long-term perspective. It comprises essentially a Buy-and-Hold strategy, with minimal trading. The initial investment will be a total of $500,000. It is intended that each of the stocks in the Portfolio will have an equal weighting. [more]

Chart-of-the-Day

S&P 500 Index Continues Trending To All-Time Highs

The S&P 500 Index continues to reach all-time highs. Given this, investors are advised to heed the maxim: the “trend is your friend”. From a seasonality standpoint, the market is in its typical bullish time-frame and there is always the possibility of a “Santa Claus” rally and year-end advance. [more]