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Morning Matters:

Morning Matters Portfolio Update
by Geoff Garbacz

September 7, 2018

For 2018, the S&P 500 is higher by 7.65%. So far this year the Morning Matters Portfolio is higher by 4.63%. The Russell 2000 is higher by 11.65% for year. The Nasdaq Composite moves below 8000 since our last update. The Dow moves below 26000 since our last update.

The portfolio is now 50% invested long, 0% short and 50% in cash, net long 50%. For 2017, the value of the portfolio was 970.84%. So far in 2018, the portfolio value is 1018.01%.

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 2017, we started a run that was up 103.62% into this year. We expect another such run will happen in 2017 and into 2018 and beyond. The portfolio is now into early September and doing fine.

Below are the year by year results on a cumulative and absolute basis:

[Image 5]

It appears for now that 2850 on the S&P 500 has become support and 2900 resistance. We are now at 2878.05 which is lower than from our last update.

We have added the price target from the Stock Scorecard into the weekly update. Names above price targets are highlighted in yellow. We will remain with these names as well until technical violations begin.

ETFs recommendations can be found in The Madison Letter. Since 2014, this has been updated each week with Market Crash Indicators.

Remember these returns are total returns with the average change for all winners and losers is 8.39% per idea. Our batting average of closed winners and losers is 68%. The portfolio is up to a value of 1007% and from inception when it began at 0% in April of 2008.

We have never added in dividends unless a special dividend is declared, so our weekly results are understated since 2008.

The Russell 2000 is now lagging the S&P 500 again on a daily basis. The Madison Letter is now invested and the A/D line signal is invested.

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