Skip to content

OnTheMark Investing

Conservative. Smart. Investing.

  • About Us
  • ETF Retirement Strategy
    • ETF Retirement Strategy Overview
    • Economic Model Overview
    • Fixed Income ETFs Overview
    • Equity ETFs Overview
  • Miley Income Fund
  • Miley Growth Fund
  • Updated Performance of Funds

Month: August 2011

Investing Club Agreement v1

January 21, 2021August 13, 2011 by Mark Bates

OnTheMark Investing Club Agreement v1

Categories Uncategorized Leave a comment

August 31 2011 Investment Club notice

June 3, 2014August 3, 2011 by Mark Bates

Sorry you have no rights to view this post!

Categories Uncategorized Tags Market Opinion, OnTheMark Investment Club Leave a comment

Subscribe to OTM?

Check your inbox or spam folder to confirm your subscription.

Register   Lost your password?

Tags

Algorithm Dagnino Economic Cycle ETF ETF Hedge Fund Market Opinion Miley Portfolios newsletter OnTheMark Investment Club Portfolio Slicer

Archives by Month

  • 2022: Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
  • 2021: Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
  • 2019: Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
  • 2018: Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
  • 2016: Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
  • 2015: Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
  • 2014: Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
  • 2013: Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
  • 2012: Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
  • 2011: Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
  • 2010: Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
  • 2009: Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Retirement ETF Fund

[stock_market_widget type=”table-portfolio” template=”basic”  assets=”EDV,EMB,MUB,VCLT,BNDX,XLU,XLV,XLY,XLP,VNQ,GLD,XLK,FDL” fields=”symbol,change_pct” links=”{‘EDV’:{},’EMB’:{},’MUB’:{},’VCLT’:{},’BNDX’:{},’XLU’:{},’XLV’:{},’XLY’:{},’XLP’:{},’VNQ’:{},’GLD’:{},’XLK’:{},’FDL’:{}}” search=”false” display_currency_symbol=”true” pagination=”true” rows_per_page=”30″ sort_field=”change_pct” sort_direction=”desc” alignment=”left” api=”yf” portfolio=”{‘EDV’:{},’EMB’:{},’MUB’:{},’VCLT’:{},’BNDX’:{},’XLU’:{},’XLV’:{},’XLY’:{},’XLP’:{},’VNQ’:{},’GLD’:{},’XLK’:{},’FDL’:{}}” ]

Miley Growth Fund

[stock_market_widget type=”table-portfolio” template=”basic” assets=”ANET,KLAC,LRCX,FTNT,AMAT,NVDA,KKR,KLIC,NFLX,NXST,LULU,ADBE,FB,FIVE,INTU,FND,AMZN,ARES,PYPL,PAYC” fields=”symbol,change_pct” search=”false” display_currency_symbol=”true” pagination=”true” rows_per_page=”30″ sort_field=”change_pct” sort_direction=”desc” alignment=”left” api=”yf” portfolio=”{‘ALGN’:{‘qty’:3.48,’p_price’:525.38},’FTNT’:{‘qty’:12.62,’p_price’:144.75},’ADBE’:{‘qty’:3.98,’p_price’:458.77},’SLM’:{‘qty’:131.65,’p_price’:13.88},’LULU’:{‘qty’:5.56,’p_price’:328.68},’NVDA’:{‘qty’:3.52,’p_price’:519.59},’NFLX’:{‘qty’:3.43,’p_price’:532.39},’ASML’:{‘qty’:3.42,’p_price’:534.16},’FB’:{‘qty’:7.07,’p_price’:258.33},’BLDR’:{‘qty’:47.77,’p_price’:38.25},’LAD’:{‘qty’:5.73,’p_price’:318.68},’VIPS’:{‘qty’:66.64,’p_price’:27.42},’FND’:{‘qty’:19.85,’p_price’:92.07},’OLLI’:{‘qty’:19.29,’p_price’:94.73},’MPWR’:{‘qty’:5.14,’p_price’:355.29},’EPAM’:{‘qty’:5.31,’p_price’:344.43},’BABA’:{‘qty’:7.2,’p_price’:253.83},’PYPL’:{‘qty’:7.8,’p_price’:234.31},’GOOGL’:{‘qty’:1,’p_price’:1827.36},’MKSI’:{‘qty’:11.56,’p_price’:158.07}}” ]

Miley Income Fund

[stock_market_widget type=”table-portfolio” template=”basic” assets=”XOM,PM,IRM,NNN,ABBV,FE,FHN,MRK,PDCO,AMGN,EOG,VTRS,RF,MET,PRU,CFG,OGE,DOW,LMT,JEPI” fields=”symbol,change_pct” search=”false” display_currency_symbol=”true” pagination=”false” rows_per_page=”30″ sort_field=”change_pct” sort_direction=”desc” alignment=”left” api=”yf” portfolio=”{‘PM’:{‘qty’:4.08,’p_price’:79.65},’PRU’:{‘qty’:4.15,’p_price’:78.28},’DOW’:{‘qty’:6.26,’p_price’:51.9},’OGE’:{‘qty’:10.64,’p_price’:30.52},’PFE’:{‘qty’:9.05,’p_price’:35.9},’CFG’:{‘qty’:8.92,’p_price’:36.44},’WU’:{‘qty’:14.59,’p_price’:22.27},’MET’:{‘qty’:6.75,’p_price’:48.15},’CC’:{‘qty’:12.33,’p_price’:26.34},’FITB’:{‘qty’:11.23,’p_price’:28.93},’DTE’:{‘qty’:2.73,’p_price’:118.86},’RF’:{‘qty’:19.1,’p_price’:17.01},’CAH’:{‘qty’:6.05,’p_price’:53.73},’SNV’:{‘qty’:8.73,’p_price’:37.2},’JEF’:{‘qty’:13.91,’p_price’:23.35},’MRK’:{‘qty’:4.22,’p_price’:77.07},’GPC’:{‘qty’:3.46,’p_price’:93.88},’MMM’:{‘qty’:1.85,’p_price’:175.66},’LMT’:{‘qty’:1,’p_price’:324.88},’JEPI’:{‘qty’:5.89,’p_price’:55.2}}” ]

Recent Posts

  • Commentary for the week ending 04/29/2022
  • Commentary for week ending 03/05/2022
  • Commentary for the first 2 months of 2022
  • Commentary for the first 2 weeks of 2022
  • December 2021 Observations – technical whipsaws

Recent Comments

  • Dan Miley on November 2021 Observations
  • Mark Bates on Paying off a Mortgage
  • Steve Newsome on Commentary for week ending 09/11/2021
  • Mark Bates on Commentary for week ending 09/11/2021
  • Mark Bates on Commentary for the week ending 08/07/2021
© 2025 OnTheMark Investing • Built with GeneratePress