The market has fallen about -19% from its high. We have flirted with 20% a couple of times over the last 11 years of this bull but have not quite dropped -20% for an official bear market. This time might be different. The market and it seems most individuals are panicked about the Corona virus….
Read BlogGiven the fall off in the market, the strategy moved to being defensive very quickly in February. This strategy has performed beautifully in February. The S&P 500 TR was down about -8.24% during February. Our strategy was down -.63%. This is a dramatic difference. Please click the link below to continue reading: PVG – Tactical…
Read BlogLast week was a very tough week for the market and February was a tough month with the S&P 500 down over -8%. Yesterday, when the market did not implode in the morning, driven by a number of new virus cases, we saw massive short covering and also fundamental buying. To continue reading click link…
Read BlogWe thought it was timely, given the market conditions, to give you a quick update on how our strategies are performing and what we are thinking. The S&P 500 was down -4.40% on Thursday and thus far the markets are down significantly again on Friday. To continue reading click below: PVG Update
Read BlogThe Tactical Total Return (TTR) strategy seeks to outperform the S&P 500 Index in two distinct ways. First, the strategy invests in the S&P 500, the NASDAQ, EAFE, the Russell 2000 and an Alpha Sleeve of our best individual stocks (We are a tactical manager that is also a great stock picker). Please click the…
Read BlogThe Dynamic Core strategy’s goal is to achieve the returns of the market while the market is advancing, but when the market declines, take the risk out by moving to a Beta of zero (equal long and short) by hedging the portfolio. Please click the link below to continue reading: PVG – Dynamic Core Monthly…
Read BlogThe S&P 500 was down about -3.4% on Monday and is now off by about 5% from the high on the S&P 500. We discussed last week that the markets looked very similar to 1999, where we were seeing a melt-up, and perhaps, a final move prior to a bear market occurring. To continue reading…
Read BlogThis market cycle reminds us a lot of the 1990s bull market, there are some clear differences, as all cycles tend to be different, but having some very similar characteristics. To continue reading click below: Market in a Minute 2020-02-18
Read BlogThe PVG Loss Averse Equity Income strategy is a defensive income-oriented equity portfolio that is available as a separately managed account. Please click the link below to continue reading: PVG – Equity Income Update 1st quarter 2020_
Read BlogThere is increasing chatter about the budget deficit for 2019 being above $1 trillion and this trend continuing, however we would expect it to be slightly lower in 2020 as spending may be a little lower and tax revenues a bit higher. To continue reading click below: Market in a Minute 2020-02-10
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