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Morning Matters:

Morning Matters Portfolio Update Through Year End
by Geoff Garbacz

January 3, 2019

For 2018, the S&P 500 lost -6.26%. For 2018 the Morning Matters Portfolio lost -4.64%.

The Russell 2000 for 2018 lost -17.49%. The Nasdaq Composite is above 6600 from 7000 since our last update, lower for the week. The Dow sees support at 23000 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%. For 2018, the portfolio value is 927.81%.

For a listing of all trade both open and closed simply look under Portfolio on the left hand side of the website. We added a new buy in Micron a couple weeks ago. Current names in the portfolio include:

Ford (F) Viacom (VIAB) Blackberry (BB) China via FXI AT&T (T) Micron (MU)

We recently closed out Exxon (XOM) as the price of oil appears to have started a bear market that could see its price drop to $40. If the occurs, Exxon will be trading in the $60s. So we exited with a small loss of less than a $1. There were also four dividend payments in the time we owned the stock so it was a winner even though we will track as a small loser.

Dividends are not included in our results unless there is a special one time payment.

Markets are setting up for an epic buying opportunity last seen in 2015 or 2011.

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