This momentum-based trend trading class manages a portfolio of 25 top-performing stocks. They are selected from the strongest sectors and industries after conducting a weekly top down analysis using the Sector Selector tool. This week, we reviewed a Tech stock versus an inverse bond fund versus a country ETF.
This basic options class sells puts to enter stocks at a discounted price and sells covered calls for income generation. In this class, we spent a lot of time discussing Utilities, with some of our positions directly in the blast zone. We ended class with a head-to-head match-up of two of the most recognized brands across the globe.
This class discussed the recent plunging markets in interest-rate sensitive areas (especially Utilities). We also analyzed the two monthly DGI posts on our site (DGI sector statistics & dividend increase announcements from last month). Lastly, we did a head-to-head match-up in the Financials sector between two companies with elite dividend safety scores.
This intermediate options class is designed for market participants who want to start trading more actively. Bullish and bearish directional strategies are guided by technical analysis and are used on both stocks and ETFs.
This class discussed the truly awful performance of nearly every factor/style within the U.S. stock market over the past month. On a relative basis, Quality is doing the best (according to the Factor Selector), but on an absolute basis, it still has plenty of its own losses to deal with. With ended the class with two bullish trade ideas from the Health Care sector and a bearish trade idea from the Discretionary sector.
This advanced options class uses volatility and market analysis to guide its decisions to build an inventory of multi-leg options trades across multiple ETFs. The inventory is then managed as one position rather than as separate trades.
The purpose of this session is to answer questions from students regarding topics taught in Brandon Van Zee's weekly classes. The goal is to help you apply the learning you receive to your own portfolio as you watch Brandon apply the same concepts in his class portfolios. Stocks discussed: MCD, DUK, K, KLG, CCOI, BLK, and SBUX.
In today's class, we looked at the recent run on yields and when and how we expect yields to start moving lower. We discussed expectations for a correction and the possibility of the pullback ending and moving back up to new 52-week highs soon. We looked at our current allocation in that context.
In today's class, we looked at today's intraday rallies and the signals it produced for a new bullish swing higher - potentially to new highs by the end of the year. We discussed how to translate those signals into a way to scan for new directional bullish opportunities that can take advantage of an early-stage bounce.
The purpose of this session is to answer questions from students regarding topics taught in David Settle's weekly classes. The goal is to help you apply the learning you receive to your own active trading as you watch David apply the same concepts in his class trades.
This class reviewed the Sector Selector and Stock Selector tools. We then added a conversation about what was going on with the war in Israel over the weekend and how that might impact future rankings of those tools. We decided to kick a Consumer Staples stock out of our portfolio to make room for an Industrials company that was breaking out to 52-week highs.
This basic options class walked through a rolling trade that was placed in class last week but then didn't get filled until the end of the week. We continued our discussion about a utility stock that has fallen out of favor and stressed the importance of only selling puts on companies that investors truly want to own for the long term. We ended class with a head-to-head matchup of two Consumer Staple Aristocrats for a new sold put idea.
This class discussed the historical sell-off of defensive sectors (Staples, Utilities, Health Care), which hasn't been this aggressive since 2008-09, according to some statistics. We discussed three well-regarded Dividend Kings (JNJ, KO, and PEP) that dipped their toes briefly into the blue zone of the Dividend Stairstep chart last week before popping back out. We then conduced a head-to-head match-up of two Aristocrats in the Industrials sector.
This intermediate options class is designed for market participants who want to start trading more actively. Bullish and bearish directional strategies are guided by technical analysis and are used on both stocks and ETFs.
This swing trading class discussed the impact of the highly-touted weight-loss drugs on a wide variety of businesses and stocks. Quality remains at the top of the Factor Selector; Dividend Yield is now at the bottom. We discussed the impressive last week within the market, despite the last month still being under water. We ended class with three new swing trading ideas.
This advanced options class uses volatility and market analysis to guide its decisions to build an inventory of multi-leg options trades across multiple ETFs. The inventory is then managed as one position rather than as separate trades.
In today's class, we looked at the strong margin of safety in long-term bonds and in emerging markets and discussed continuing with larger allocations relative to our benchmark in those areas despite their recent underperformance. We also discussed the continuing prospects of a potential correction that leads into a 2024 bear market.
In today's class, we looked at the bull and bear tags on the Market Forecast and discussed how they are formed and how to know when they are likely to form trend reversals and continuations. We also discussed this week's failure at resistance to see how our expectations may change or not
The purpose of this session is to answer questions from students regarding topics taught in David Settle's weekly classes. The goal is to help you apply the learning you receive to your own active trading as you watch David apply the same concepts in his class trades.
This class discussed the seasonality of the market and how we've had a few more green days lately. We witnessed the S&P 500 get back above its 30 day moving average for the first time in over a month, which led us to look at two individual common stocks and one ETF in class. The common stocks came from the Financials and Energy sectors; the fund was related to cryptocurrencies.
This class discussed the upcoming options expiration cycle. We currently have a couple positions we'll need to keep an eye on between now and Friday. For the most part, the bounce of the market in recent days has given us a bit more breathing room than was available over the previous month. We ended class with a matchup between a Health Care Aristocrat and a globally-recognized Consumer Staples company.
This class discussed earnings season that just started last week, that has the potential to bring added share price volatility. In today's case, we did a head-to-head matchup in the Health Care sector and one of the two stocks did report earnings recently.
This intermediate options class is designed for market participants who want to start trading more actively. Bullish and bearish directional strategies are guided by technical analysis and are used on both stocks and ETFs.
This swing trading class discovered that all 24 factor ETFs we track for this project were down over the past month, which is often the case (Aug-Sept typically challenging) from a seasonal perspective. Rising interest rates are one of the market's chief concerns at the moment, but geopolitical unrest and weight loss drugs are also having an impact. We ended class with three new trade setups.
The purpose of this session is to answer questions from students regarding topics taught in Brandon Van Zee's weekly classes. The goal is to help you apply the learning you receive to your own portfolio as you watch Brandon apply the same concepts in his class portfolios. Stocks discussed: HRL, JNJ, SJM, and DFS.
This class reviewed the Sector Selector tool to find that Energy was at the top for the 12th straight week. Communications had a nice pop from #5 to #2. The interest rate-sensitive sectors stayed at the bottom as the 10 Year Treasury breached 5% over the past week for the first time since 2007. We ended class with a review of a crypto fund, an oil stock, and an inverse fund.
This class talked through the somewhat-chaotic end of last week when options expired. We ended up getting an assignment on a high quality health care stock and rolling a separate put on a semiconductor down-and-out, at a credit. We then did a head-to-head matchup between two Aristocrats (one was a Financials and one was a Materials stock).
This class discussed the seasonality of market bottoms often occurring this time of year. We also discussed the idea of looking for companies with a low amount of variable debt and having fixed maturities extend beyond the next few years. We then conducted a head-to-head match-up among two Discretionary stocks with 20% annualized dividend growth rates over the past decade.
This class discussed the market's recent difficulties and how it had allowed us to close a bearish trade at max gain earlier this week. Quality remains at the top of the Factor Selector; Low Size is now on the bottom, once again. We ended class with a review of a bullish trade on a Discretionary stock, and bullish trade on a Communications stock, and a bearish trade on a homebuilder.
This advanced options class uses volatility and market analysis to guide its decisions to build an inventory of multi-leg options trades across multiple ETFs. The inventory is then managed as one position rather than as separate trades.
The purpose of this session is to answer questions from students regarding topics taught in Brandon Van Zee's weekly classes. The goal is to help you apply the learning you receive to your own portfolio as you watch Brandon apply the same concepts in his class portfolios. Stocks discussed: XLP, EQIX, PLD, CUBE, EXR, PSA, GS, JPM, CB, CBOE, WBA, TROW, NEE, and ALB.
This class analyzes macro conditions and intermarket relationships using the Asset Selector tool. Students then learn to manage the passive portion of their portfolios using ETFs representing various asset classes and sectors.
In today's class, we looked at the difference between pullbacks and corrections and bear markets. We discussed the signals suggesting SPX and NDX are starting corrections as the RUT may already be in a bear market. We looked at targets for the current correction and the implications of where indexes are expected to go as a result.
The purpose of this session is to answer questions from students regarding topics taught in David Settle's weekly classes. The goal is to help you apply the learning you receive to your own active trading as you watch David apply the same concepts in his class trades.
This class reviewed some market breadth numbers that are not part of our typical routine. We discovered only 15% of stocks were trading above their 50-day moving averages in the S&P 500. We also discovered that just 8 stocks were at 52-week highs within the Market Scholars 1000 list (compared to 230 52-week lows). We ended class with an analysis of two ETFs and a common stock from the Insurance industry.
This class discussed a deal in the Real Estate sector, which impacted our portfolio. We also discussed the differences between rolled trades and trades we intended to hold until expiration. We ended class with a review of an Aristocrat utility versus a bank that many feel is the "gold standard".
This special edition class on Halloween featured two companies that will be part of our holidays. We also discussed some recent dividend cut announcements and discussed the importance of focusing on quality businesses when stock prices tumble. Our head-to-head matchup was in the Consumer Staples space.
This intermediate options class is designed for market participants who want to start trading more actively. Bullish and bearish directional strategies are guided by technical analysis and are used on both stocks and ETFs.
This class discussed a noticeable transition or "pivot" that seemed to take place last week. Much of that centered around the fact that the Magnificent 7 stocks started to underperform in the short-term and interest rates failed to breach 5% in a sustainable way (so far). We ended class with two bullish swing trade ideas from the Low Volatility factor and a bearish one from the Low Size factor.
This advanced options class uses volatility and market analysis to guide its decisions to build an inventory of multi-leg options trades across multiple ETFs. The inventory is then managed as one position rather than as separate trades.
The purpose of this session is to answer questions from students regarding topics taught in Brandon Van Zee's weekly classes. The goal is to help you apply the learning you receive to your own portfolio as you watch Brandon apply the same concepts in his class portfolios. Stocks discussed: KMI, AFL, O, SRC, SJM, NI, MO, PM, EMR, and UPS.
In today's class, we discussed recent allocation changes and how they are impacted by this week's strong rally. We looked at technical signs that we may be headed for a new bullish intermediate run and how that affects expectations of a more prolonged correction.
In today's class, we discussed this extremely strong rally over the past week and discussed signs it may not be the bullish breakout a lot of people are expecting and looked at other examples of similar moves that portend more correction weakness to come
The purpose of this session is to answer questions from students regarding topics taught in David Settle's weekly classes. The goal is to help you apply the learning you receive to your own active trading as you watch David apply the same concepts in his class trades.
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