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Diversified Timing Portfolio Update For Subscribers
Conservative - Using A Diversified Strategy
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For Trading Day - April 1, 2013
Emailed alerts are sent when this strategy issues a buy or sell signal.
(d) = price adjusted for dividend |
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There are NO CHANGES today
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S&P & Nasdaq Positions - 20% of portfolio (10% SPX and 10% NDX)
bull & bear - aggressive |
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| S&P & Nasdaq Funds |
Entry
Date |
Current
Position |
Fund Price
Friday Close |
Gain / Loss
Friday Close |
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| Rydex S&P 500 Nova Fd - RYNVX |
12/11/12 |
Bullish |
$ 32.05 |
+ 15.7 % |
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| Rydex Nasdaq 100 Fd - RYOCX |
1/3/13 |
Bullish |
$ 18.38 |
+ 3.1 % |
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| Small Cap Position - 20% of portfolio - bull only - aggressive |
| Small Cap Funds |
Entry
Date |
Current
Position |
Fund Price
Friday Close |
Gain / Loss
Friday Close |
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| Rydex
Russell 2000 Fd - RYMKX |
12/11/12 |
Bullish |
$ 39.24 |
+ 21.6 % |
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| Bond Fund Position - 20% of portfolio - bull & bear - aggressive |
| Bond Funds |
Entry
Date |
Current
Position |
Fund Price
Friday Close |
Gain / Loss
Friday Close |
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| Rydex Gov't Bond Fd - RYGBX |
12/14/12 |
Bearish |
M Mkt |
+ 0.3 % |
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| S&P Conservative Position - 20% of portfolio - bull only - conservative |
| S&P Index Funds |
Entry
Date |
Current
Position |
Fund Price
Friday Close |
Gain / Loss
Friday Close |
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| Rydex
S&P 500 Nova Fd - RYNVX |
12/28/11 |
Bullish |
$ 32.05 |
+ 43.5 % |
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| International Position - 20% of portfolio - bull only - conservative |
| International Funds |
Entry
Date |
Current
Position |
Fund Price
Friday Close |
Gain / Loss
Friday Close |
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| iShares MSCI EAFE-EFA |
9/11/12 |
Bullish |
$ 58.98 |
+ 10.4% |
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| Strategy Details & Timing Rules
Check this page daily 6PM-9PM EST for changes. All current positions are listed above. Any changes during the week are posted at the top of this page and changes are made the following day.
* Note - iShares MSCI
EAFE Index Fund (EFA)
Emailed alerts are sent when this strategy issues a buy or sell signal.
The "Diversified Timing Portfolio" is for fund timers who wish to have a complete diversified portfolio, with signals and positions available online and easily followed. There will be no analysis in this report as it is covered in our other reports.
Any changes (buys or sells) in positions will be posted at top of page. The positions are as follows:
- 20% in S&P 500 and Nasdaq 100 Funds. (10% in S&P and 10% in Nasdaq). The two index positions total 20%
(bullish or bearish position - aggressive)
- 20% in Small Cap Funds (bullish only position - aggressive)
- 20% in Bond Funds (bullish or bearish position - aggressive)
- 20% in S&P Conservative Fund (bullish only position - conservative)
- 20% in International Funds (bullish only position - conservative)
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