March, 2015 | OnTheMark Investing

OTM Market Update – Fraying a little but still ok

March 28, 2015 by Mark Bates

Prior Week Market Performance:

The S&P large caps lost 2.2% last week to 2061.02.
The Russell 2000 small caps lost 2.0% last week to 1240.41.
Long Bonds (TLT) lost 0.3% last week to 131.06.
Asset Allocation Model: Stocks (dropped to 47.25% from 52.5%); Bonds (rose to 34.25% from 27.5%); Discretionary (18.5%)

Last Week’s Commentary: This cannot go on forever, but for right now everyone is an investing expert. As long as the Fed sets the table the market will eat. For now. read more

Some Investing Suggestions

March 22, 2015 by Mark Bates

Attached is a link to an Excel file containing 104 securities (stocks, ETFs) that have come up as BUY in the past 5 trading days using the technical model. They are also all trading an average of 100K or more shares per day. FYI. read more

Miley Fundamental Portfolio Update

March 22, 2015 by Dan Miley

Hello, fellow investors. I hope that this note finds you well and that your investments are doing well too. I hope that you took my advice on Skyworks Solutions since it is up about 54% since I recommended it in November. read more

OTM Market Update – More of the Same

March 21, 2015 by Mark Bates

Prior Week Market Performance:

The S&P large caps gained 2.6% last week to 2108.06.
The Russell 2000 small caps gained 2.8% last week to 1266.37.
Long Bonds (TLT) gained 3.8% last week to 131.51.
Asset Allocation Model: unchanged. Stocks (52.5%); Bonds (27.5%); Discretionary (20%)

Last Commentary (two weeks ago): The Asset Allocation model remains unchanged for long term investors. IF we were to get further deterioration then it would be time to take a different tack. We get closer to a shift from long bonds, but not yet. Not yet. Be patient. read more

OTM Technical Model – ETF Backtesting Results

March 13, 2015 by Mark Bates

OTM Technical Model – Updated Backtesting Results

March 13, 2015 by Mark Bates

Attached is the most recent backtest report for the technical model. This was run against the 2432 symbols of the NASDAQ composite for as far back as there are active symbols — trades start in 1981. read more

OTM Investing – Airline Analysis from Phil Walling

March 13, 2015 by Mark Bates

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For OTM Club Meeting – New Stock – Enstar Group ESGR

March 9, 2015March 8, 2015 by Mark Bates

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Article – An experienced investor’s perspective

January 21, 2021March 7, 2015 by Mark Bates

A very good article from the AAII. I tend to be more of a technical investor, yet the information in this article is applicable to all types and styles of investing.

I find that the older I get, the more that patience, long-term perspective, and analysis are important. read more

OTM Market Analysis – Are you a Long Term Investor?

March 7, 2015 by Mark Bates

Prior Week Market Performance:

The S&P large caps lost 1.6% last week to 2071.26.
The Russell 2000 small caps lost 1.3% last week to 1217.52.
Long Bonds (TLT) lost 4.7% last week to 123.50.
Asset Allocation Model: unchanged. Stocks (52.5%); Bonds (27.5%); Discretionary (20%)

Last Week’s Commentary: Same as the week before. The correlation between SPY and TLT (S&P to Long Bonds) is 0.28, implying little correlation at all. As long as Yellen and the Fed are going to be cautious about raising rates, TLT and its 2.4% dividend yield is not a bad bet to offset the riskiness of the equity portfolio. That being said, we are nearing the point where we’ll start to shift the bond position from long to short. That point is coming read more

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}}” ]