March, 2015 | OnTheMark Investing

Club financial report for 2/2015

March 7, 2015 by Ed Spyhalski

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Investment Club Investments – Technicals ahead of Monday night

March 6, 2015March 5, 2015 by Mark Bates

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OTM club meeting minutes from 2/09/2015

April 13, 2015March 3, 2015 by Ed Spyhalski

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OTM Market Update – More of the Same Repeated

March 1, 2015 by Mark Bates

Prior Week Market Performance:

The S&P large caps lost 0.3% last week to 2104.50.
The Russell 2000 small caps gained 0.3% last week to 1233.37.
Long Bonds (TLT) gained 2.4% last week to 129.53.
Asset Allocation Model: unchanged. Stocks (52.5%); Bonds (27.5%); Discretionary (20%)

Last Week’s Commentary: The overall market is as expected. Stocks continue to creep up and are in the middle of a broadening pattern with good technicals. Long bonds are in a short term correction. Note that they are correcting at about 2x the rate of the large cap market increase, so if you are properly diversified long term at 2x stocks to bonds you are unchanged on balance. Changes are equal that the broad market will go up or go down this week. It is in the middle of a channel. But any change should be relatively mild, and the longer term signs are all positive. 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}}” ]