OTM Club Survey – Day of Week Preference

January 21, 2021September 22, 2014 by Mark Bates

The following is the promised survey to re-confirm the preferred days of the week week for a monthly Club meeting for the 2014-2015 year. I am using a WordPress widget to gather this information. It is one simple question. read more

OTM Investment Club – Annual Dues Due

September 18, 2014 by Mark Bates

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OTM Investment Club – Technical Charts

September 14, 2014 by Mark Bates

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OTM Investment Club Meeting Monday September 15 2014

September 15, 2014September 13, 2014 by Mark Bates

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Market Update September 7 2014

January 21, 2021September 7, 2014 by Mark Bates

Overall S&P model still suggests BUY for all intervals. But as with last week (see last week’s posting), the upside/downside ratio is still not ripe for new money to enter the market in general. read more

Ensuring Adequate Retirement Income – 5 steps

September 5, 2014 by Mark Bates

A short, to-the-point article from the Wall Street Journal about the 5 things to do to assure adequate income at retirement. Good read.

URL Link to Article

How to Ensure Adequate Retirement Income

By JONATHAN CLEMENTS Aug. 30, 2014 8:30 p.m. ET Retirement is hard work these days. How do you generate enough income in a world where the S&P 500 yields roughly 2% and 10-year Treasury notes offer 2½%? Here’s my five-step plan:

1. Delay Social Security.

Suppose you retire at age 65, at which point you’re eligible for $20,000 a year in Social Security retirement benefits. If you put off benefits until age 70, you would miss out on five years of benefits worth $100,000. In the meantime, you’d likely have to cover your living expenses entirely out of savings. read more

Market Update September 1, 2014

September 1, 2014 by Mark Bates

Short, Medium and Long term indicators for the S&P 500 are all favorable. The index itself is in the middle of an up channel.

Currently the S&P is at 2003. The channel ranges from 1925 to 2050. So there are 47 points above and 78 points below the current index value in the channel. I would prefer a 2:1 ratio of upside potential to downside potential. At a ratio of 47:78 we do not have that 2:1 target. So I would wait for a slight pullback to put any additional monies into equity index funds or ETFs. read more

Miley Growth Fund

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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}}” ]