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Morning Matters:

Morning Matters Portfolio Update
by Geoff Garbacz

September 28, 2018

For 2018, the S&P 500 is higher by 8.99% from 9.62% a week ago. So far this year the Morning Matters Portfolio is higher by 6.95% from 6.90% a week ago. The Russell 2000 for 2018 is higher by 10.10% from 12.03% last week. The Nasdaq Composite is still above 8000 since our last update but barely changed for the week. The Dow moves back below 26500 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 1043.32% from 1042.80%. For the year, we are up 6.95% from 6.90% a week ago.

This is excellent because we are only 50% invested and we beat the weekly return on the S&P 500. So our risk/reward ratio was excellent as we only needed to use 50% of our cash to beat the return of the S&P 500. Year to date we have been roughly 50% invested as well and as such our return should be 4.81% yet we are up 6.90%. You can sleep well with our portfolio.

For a listing of all trade both open and closed simply look under Portfolio on the left hand side of the website. Current names in the portfolio include:

Ford (F) Viacom (VIAB) Blackberry (BB) Exxon (XOM) China via FXI AT&T (T)

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