December 2, 2020 04:15 PM RSS

How Is Our Morning Matters Portfolio Faring in 2018? Pretty Well!

  • Wall Street Rebel | Geoff Garbacz
  • 06/06/2018 9:42 AM
How Is Our Morning Matters Portfolio Faring in 2018? Pretty Well!
For 2018, the S&P 500 is higher by 3.69% for 2018. So far this year the Morning Matters Portfolio is higher by 7.12%. The Russell 2000 is higher for the year by 9.15%. The Nasdaq Composite is now above 7600 since our last update. The Dow moves above 25000 since our last update. February and March were VERY volatile months and April continued that trend. May calmed down with the exception of the last week of the month.

The portfolio is now 67% invested long, 0% short and 33% in cash, net long 67%. For 2017, the value of the portfolio was 970.84%. So far in 2018, the portfolio value is now 1045.23%.

Since 2008 when we began this portfolio, we have had two losing years 2011 and 2016 which was filled with lots of geopolitical issues similar to 2011. In 2012, we started a run that was up 10.09% into 2013.

We expect another such run will happen. The portfolio is now into early June and hanging tough.This is an abbreviated update due to travel. The normal update will appear next week.

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