January, 2021 | OnTheMark Investing

frequency of fred economic updates

January 20, 2021January 16, 2021 by Mark Bates

It varies.

Corporate Profits: Quarterly on first day of quarter

90 Day Treasury: Daily

Housing Starts: Monthly on first day of month

Dollar: Weekly on first day of month

Unemployment Rate: Monthly on first day of month read more

bucket strategy

January 20, 2021January 16, 2021 by Mark Bates

The emerging approach uses a “Bucket Strategy”. Basically, Bucket #1 is Cash, Bucket #2 is Fixed Income, Bucket #3 is Income producing Equities, and Bucket #4 are capital gains focused Equities. On an annual basis, the income from Buckets #2 and #3 refresh Bucket #1, and we use Bucket #4 to capitalize on long term market gains.

This approach has been described in an article by Morningstar. We are modifying the approach slightly to include an additional bucket.

https://www.morningstar.com/articles/840177/the-bucket-approach-to-retirement-allocation read more

george dagnino

January 20, 2021January 16, 2021 by Mark Bates

Our analytic approach is designed to link technical investing techniques with economic data. This is described in many of the presentations by George Dagnino. We are attempting to automate this approach using the Amibroker trading software for convenience.

Dagnino’s books that we are baking into this analysis include “Easy Ways to Beat the Market with ETFs” and “Profiting in Bull or Bear Markets”.

https://www.peterdag.com/ read more

Miley Growth Fund

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Miley Income Fund

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