BerkAdvisory

ValueAligned June 11 Review

 

The Buy and Hedge Fund called the ValueAligned Fund is up +11.8% for the year. It is down a bit -0.8% in June. That compares to other stock hedge funds that are up +5.7% and are down -0.8% in June so far. The Buy and Manage Folio account called the ValueAligned Portfolio (VAP) is up +18.4% so far this year, up 0.5% in June, which compares to the S&P 500 with its dividends reinvested up +16.3% for the year, up 0.8% in June.

ValueAligned Portfolio up +14% Weekly Review; $AAPL, Sectors and the Yen

  

Trucking Industry Is Set to Expand Its Use of Natural Gas

        

The natural gas boom has already upended the American power industry, displacing coal and bringing consumers cheaper electricity.

                                Image from Shutterstock

Value Aligned Weekly Review, April 9, 2013

Berk:

The Buy and Hedge Fund called the Value Aligned Fund is up +8.1% for the year. It was down -1.0% last week. That compares to other stock hedge funds that are up 4.5% and down -0.8% last week. 

"Stalingrad forever – central planning works"... Until it doesn't.

From ZeroHedge, Tyler Durden, Dow Jones At New All Time Highs - Here's Why

Stock market Correction Started at the Beginning of February, Despite New Highs

Berk: despite the new highs in the S&P 500, other growth oriented indexes have gone nowhere since the beginning of February. It's the defensive stocks that have propelled the S&P 500 to its new heights. This is not a healthy Bull Market - we continue to expect a correction. 50% net long in the hedge fund and 19% in cash in the ValueAligned Portfolio.

The Camouflaged Correction

Margin Debt Near Records. Where's All That Cash?

3 (Bad) Reasons 401k Investors are Over-Cautious

In 2006, Congress passed the Pension Protection Act. Among the objectives of that legislation was to address several major problems then occurring within 401k plans. One of those snags dealt with retirement investors’ tendency to be too cautious with their long term investments. We call this Common Mistake of Retirement Investors “Over-Cautiousness.” It means sacrificing long-term return for short-term “safety.” You’ll see why we put that last word in quotes a few paragraphs from now. First, a few facts you be interested in knowing.

ValueAligned Folio up +11.5% for the Qtr/BerkAdvisory's Weekly Update

Berk: We had a great quarter.  Stocks moving up but individual investors (AAII) are less bullish - great for stocks in the intermediate term.  The Bears have not yet thrown in the towel.  Value Line Appreciation potential limited and Hays Advisory's Psychology indicator flashing YELLOW.  We enter the new quarter with 19% cash in the VAP and 70% next exposed to the market in the Hedge Fund. 

ValueAligned Portfolio Review-March 25, 2013

Tuesday, March 26, 2013. Here's a brief overview of where we are and a few news items. The Value Aligned Fund is up 8.5% for the year so far. That compares to other Stock hedge funds that are up 5.1%. For the month of March, the VAF is up 1.4% other hedge funds are up 1.2%.

The Value Aligned Portfolio (VAP) that is available to our clients on the Folio Institutional Platform is up 10.7% this year so far that compares to the S&P 500 with its dividends reinvested of 9.7%. For March the VAP is up 3.1% and the S&P 500 index is up 2.9%.Stock markets were little changed this week, as the S&P 500 returned -0.2%. Stocks fell on Monday and Tuesday as the country of Cyprus announced a tax levy on all bank deposits. The announcement freaked out worldwide markets as the S&P 500 returned -0.80% for the time period. Equity markets stabilized Wednesday and Thursday. On Friday the S&P 500 gained on additional news out of Cyprus; officials were debating other measures to raise crucial tax revenues besides their tax levy on bank deposits. As expected, the Federal Reserve announced their continuing involvement in supporting the economy as long as unemployment is above 6.5% and inflation is projected to be below 2.5%. Earnings season has been winding down, however, there were still several meaningful announcements.

The stock market as represented by the S&P 500 has moved up since early February but there are signs of waning momentum. For example, Net new 52-week highs are down, the percentage of stocks trading above their 50 day moving average is down and what we call the McClellan and the 21 day oscillators show less momentum (McClellan and 21 day oscillators are simply measures of momentum how much gas is left in the tank in the current directional move of the stock market.)