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The WMA Ultra-Yield Portfolio seeks to relatively out-perform the S&P High Dividend Yield Index.  The selection relies on the WMA Total Market Techno-Fundamental Allocation Model, which screens a comprehensive list of companies of all market capitalizations. The selection of securities for the Ultra-Yield portfolio is a subset of high yield

The Dynamic Global Rotation Strategy description can be found here. The latest monthly report is shown below (click on PDF link below if image does not appear). Use the pop-out tool ↗ and zoom (+) to better view.

So far in 2018, equities have swung wildly, leaving market participants with whiplash. Consider that the S&P 500 rose +7.5% in January, fell -11.5% in early February, jumped back +10.5% in March, fell back -8.2% at the end of March, rallied +5.4% in early April only to give back -3.7%

Over the past two years, numerous exogenous events have been cited as potential threats to the bull market. Brexit, the election of Trump, all of Trump’s political “crises”, North Korea, a trade war with China – all caused epidemic reactions in the stock market, but the bull has carried on

In all asset classes, following a major bear market, prices tend to stumble along at depressed levels – sometimes for years. Negative sentiment permeates across all types of investors, from the short-term traders to long-term retail investors. Once everyone is convinced that the paradigm has changed for the asset and

We have been marveling at the outperformance of the biggest five companies in the S&P 500 (Apple, Microsoft, Amazon, Google, and Facebook) for some time (see our May 5, 2017 Commentary, “The S&P 500 or The S&P 495?”).  Technology has almost single-handedly driven the equity market into an extraordinary bubble.

The following WMA Portfolio Strategies are managed by Owen Williams and Bill Cara. Commencing April 1, 2018, Dr. Owen Williams PhD, CFA, is senior portfolio manager for both Williams Market Analytics LLC and Cara Portfolio Management Limited. A- Top Picks Portfolio The WMA Top-Picks Portfolio seeks to relatively out-perform the