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[PLUS] Dynamic Portfolio Management

November 2, 2022

From the desk of Willie Delwiche.

With fear subsiding but strength slow to emerge, downside tactical risks are rising. We reduced the equity exposure in our Tactical Opportunity portfolio and have moved more cash to the sideline.

[PLUS] Weekly Sentiment Report

November 2, 2022

From the desk of Willie Delwiche.

Households Stick With Stocks

Household equity exposure is ten percentage points below its November 2021 peak. Even with that decline, it is only now approaching its long-term average. Bond exposure remains below its long-term average and cash exposure in October moved above its long-term average for the first time since COVID. 

Why It Matters: Moods are sour, but for all the talk of rampant pessimism & historic levels of bearishness, individual investors have not abandoned stocks. This is as evident in the AAII asset allocation survey as it is in the latest ETF flow data. For the amount of pessimism that is being seen elsewhere, there is relatively little cash on the sidelines. If there is an underowned and unloved asset class it is either bonds or commodities, not stocks.  

In this week’s Sentiment Report we take a closer look at how investors are feeling and how that squares with what they are doing.

 

All Star Charts Crypto

What's Up, Doge?

November 2, 2022

Dogecoin and other meme coins are seeing a boom off the back of Elon Musk's takeover of Twitter.

It isn't isolated to the Doge. A slew of meme coins have been born since Elon tweeted an image of a Shiba Inu dog wearing a Twitter t-shirt for Halloween.

It's hilarious that his tweets never fail to pump these things.

So, is a new meme coin season upon us?

 

 

The All Star Momentum Scan

November 2, 2022

We debuted a new scan recently which goes by the name- All Star Momentum.

All Star Momentum is a brand new scan that guides us toward the very best stocks in the market. We have incorporated our stock universe of Nifty 500 as the base this time around. Among the 500 stocks that we follow, this scan will pump out names that are most likely to outperform the market.