January, 2022 | OnTheMark Investing

Commentary for the first 2 weeks of 2022

January 18, 2022January 18, 2022 by Dan Miley

Well, the first 2 weeks have been rough for the Growth Fund. Recognition of inflation is finally showing up in the market, leading to a tech sector selloff. I think much of the selloff is unjustified, particularly in the chip sector like LRCX, AMAT, and NVDA. I think that these stocks will recover and exceed expectations by the end of the year. So be patient, I think that these stocks represent buying opportunities – in fact, all of the stocks in the growth fund represent good values right now. And Amazon is bargain priced now, I never thought I would say that about them but with AWS and the retail sector recovering, I see the stock at about 4,000 by year end. It is a top pick now. read more

December 2021 Observations – technical whipsaws

January 5, 2022 by Mark Bates

As was mentioned last month in this space, December is usually a good month and for the SPY it was as the index rose 2.82% for the month. For the retirement ETF fund where trades are made based on where the stock closes at month end relative to its long term moving average, however, it was a lousy month. read more

Review of 2021 and Picks for 2022

January 3, 2022 by Dan Miley

My 2021 picks for the Growth Fund did pretty well, didn’t they? Fortinet and Nvidia hit the ball out of the park! But they were balanced out on the downside by BABA, OLLI and VIPS. The fund would have down so much better without the losers, but hey, I still beat the S&P. And I did advise taking profits in BABA and VIPS when they were up substantially. OLLI never did get any traction, did it? For 2022, I hope to do better (no Chinese stocks for me!), so here are my stocks in order of preference (some are carry overs from last year): 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}}” ]