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Morning Matters:

Morning Matters Portfolio
by Geoff Garbacz

June 22, 2018

For 2018, the S&P 500 is higher by 1.60% for 2018. So far this year the Morning Matters Portfolio is higher by 2.00%. The Russell 2000 is higher for the year by 7.13%. The Nasdaq Composite is now above 7500 since our last update. The Dow remains above 24000 since our last update. February and March were VERY volatile months and April has continued that trend. May and June have calmed down but we have seen volatility as well.

The portfolio is now 58% invested long, 0% short and 42% in cash, net long 58%. For 2017, the value of the portfolio was 970.84%. So far in 2018, the portfolio value is now 990.68%.

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 103.52% into the end of 2015. The run since 2016 is 9.75% and we expect it to continue to grow.

We expect another such run will happen. The portfolio is now into late June and hanging tough. This is an abbreviated update due to travel as we hit into the 4th of July week.

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