Does the Modern Portfolio Theory actually work? 8/20/2017

To answer this week’s question — does the Modern Portfolio Theory work? — I will explain and feature a chart showing one aspect of its strengths and weaknesses.

First, what is the Modern Portfolio Theory?

Read more…

UTF 8.22.17


EOM Garden Growing Part III:  UTF  8.22.17

Yesterday, I published an extended Macro Monday message…don’t miss it!

In this part of my “Garden Growing” training, I analyze each All Star A & B candidate, extrapolate the number of shares purchased with an estimated target price then determine alert conditions.

Today I analyze UTF


Key Points…

1.    Trading in a positive correlation (.87) to the SPX

2.    Pays a monthly .13/share dividend

3.    Previous pullbacks were 18% and 12%

4.    Current trading under the 6 EMA

5.    Indicators are dropping

6.    MACD remains negative


Action Points for Setting Alerts

1.  Price closes under the 6 SMA or 10% drop-it is there now
2.  MACD Histogram crosses back under zero-it is there now
3.  CMF crosses under zero-it is there now
4.  RSI closes under 30
5.  Slow Stochastics crosses under 20

Note the indicator levels when UTF made previous runs.

The institutions will have their alerts set for a duplicate scenario.  I plan to do the same.

When we receive a Simple Simon Buy Signal, go to the daily chart and confirm another SS Buy Signal before buying.

Per my DOE Sample worksheet, since no one knows the exact price when the Simple Simon Buy Signal hits, I extrapolated an (R1) targeted $21.00 entry price. 

This would purchase 24 shares. Any unused funds are swept into the Round Two (R2) allocation for future opportunities.

For those wanting to be all in simply allocate all 1K. 

When my analysis is complete, I plan to compile all steps into a single PDF document, available exclusively to EOM Members.

If you have questions, please send them to me at eyeonthemarket@outlook.com.

This week and next, I continue my analysis of our All-Star A&B list, to establish  entry strategies.

Enjoy your week!

David O. England


Plan your work, work your plan, and share your harvest! 1 Timothy 2:1-2

This information is for Educational purposes only. It shall in no event be construed or interpreted as an offer or recommendation to buy or sell securities of any kind.

DAVID O. ENGLAND is the founder of the Eye on the Market-Training Academy and Associate Professor Emeritus of Finance. This column is presented for educational purposes only and not intended as financial advice.

EOM Market Recap: Macro Monday US Indexe Analysis 8.21.17

EOM Market Recap: Macro Monday US Market Analysis  8.21.17 As promised, an extended analysis on the current market action… Why-to see if it is time to buy the dip or a classic Bull Trap!        Key Points… 1.     NASDAQ continues to be the index leader 15.48% 2.     INDU is second 9.67% 3.     SPX…

This content is for members only.

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PGP 8.18.17


EOM Garden Growing Part III:  PGP  8.18.17

With the current selling, I am planning on an extended Macro Monday message…distributed early Monday morning. 

In this part of my “Garden Growing” training, I analyze each All Star A & B candidate, extrapolate the number of shares purchased with an estimated target price then determine alert conditions.

Today I analyze   PGP


Key Points…

1.    Trading in a positive correlation (.95) to the SPX

2.    Pays a monthly .147/share dividend

3.    Previous pullbacks were 15%, 32% and currently 17%

4.    Current rally has PGP still trading under the 6 EMA

5.    Indicators are dropping

6.    MACD remains negative

Action Points for Setting Alerts

1.  Price closes under the 6 SMA or 10% drop-it is there now
2.  MACD Histogram crosses back under zero-it is there now
3.  CMF crosses under zero
4.  RSI closes under 30
5.  Slow Stochastics crosses under 20

Note the indicator levels when PGP made previous runs.

The institutions will have their alerts set for a duplicate scenario.  I plan to do the same.

When we receive a Simple Simon Buy Signal, go to the daily chart and confirm another SS Buy Signal before buying.

Per my DOE Sample worksheet, since no one knows the exact price when the Simple Simon Buy Signal hits, I extrapolated an (R1) targeted $15.00 entry price. 

This would purchase 33 shares. Any unused funds are swept into the Round Two (R2) allocation for future opportunities.

For those wanting to be all in simply allocate all 1K. 

When my analysis is complete, I plan to compile all steps into a single PDF document, available exclusively to EOM Members.

If you have questions, please send them to me at eyeonthemarket@outlook.com.

This week and next, I continue my analysis of our All-Star A&B list, to establish  entry strategies.

Enjoy your week!

David O. England


Plan your work, work your plan, and share your harvest! 1 Timothy 2:1-2

This information is for Educational purposes only. It shall in no event be construed or interpreted as an offer or recommendation to buy or sell securities of any kind.

DAVID O. ENGLAND is the founder of the Eye on the Market-Training Academy and Associate Professor Emeritus of Finance. This column is presented for educational purposes only and not intended as financial advice.

AWP 8.17.17


EOM Garden Growing Part III:  AWP   8.17.17

In this part of my “Garden Growing” training, I analyze each All Star A & B candidate, extrapolate the number of shares purchased with an estimated target price then determine alert conditions.

Today I analyze  AWP...


Key Points…

1.    Trading in a positive correlation (.95) to the SPX

2.    Pays a monthly .05/share dividend

3.    Previous pullbacks were 21%, 17% and currently 17%

4.    Current rally is up 37%

5.    Indicators are dropping

6.    MACD remains negative

Action Points for Setting Alerts

1.  Price closes under the 6 SMA or 10% drop-it is there now
2.  MACD Histogram crosses back under zero-it is there now
3.  CMF crosses under zero
4.  RSI closes under 30
5.  Slow Stochastics crosses under 20

Note the indicator levels when AWP made previous runs.

The institutions will have their alerts set for a duplicate scenario.  I plan to do the same.

When we receive a Simple Simon Buy Signal, go to the daily chart and confirm another SS Buy Signal before buying.

Per my DOE Sample worksheet, since no one knows the exact price when the Simple Simon Buy Signal hits, I extrapolated an (R1) targeted $5.50 entry price. 

This would purchase 91 shares. Any unused funds are swept into the Round Two (R2) allocation for future opportunities.

For those wanting to be all in simply allocate all 1K. 

When my analysis is complete, I plan to compile all steps into a single PDF document, available exclusively to EOM Members.

If you have questions, please send them to me at eyeonthemarket@outlook.com.

This week and next, I continue my analysis of our All-Star A&B list, to establish  entry strategies.

Enjoy your week!

David O. England


Plan your work, work your plan, and share your harvest! 1 Timothy 2:1-2

This information is for Educational purposes only. It shall in no event be construed or interpreted as an offer or recommendation to buy or sell securities of any kind.

DAVID O. ENGLAND is the founder of the Eye on the Market-Training Academy and Associate Professor Emeritus of Finance. This column is presented for educational purposes only and not intended as financial advice.

MORL 8.16.17


EOM Garden Growing Part III:  MORL   8.16.17

In this part of my “Garden Growing” training, I analyze each All Star A & B candidate, extrapolate the number of shares purchased with an estimated target price then determine alert conditions.

Today I analyze MORL


Key Points…

1.    Trading in a positive correlation (.70) to the SPX

2.    Pays a monthly .10/share dividend

3.    Previous pullbacks were 39% and 14%

4.    Current rally is up 43%

5.    Indicators are overbought

6.    MACD remains negative

7.    Every three months there is a payment spike when MORL’s quarterly holdings pay a dividend and passed on to shareholders

Action Points for Setting Alerts

1.  Price closes under the 6 SMA or 10% drop
2.  MACD Histogram crosses back under zero
3.  CMF crosses under zero
4.  RSI closes under 30
5.  Slow Stochastics crosses under 20

Note the indicator levels when MORL made previous runs.

The institutions will have their alerts set for a duplicate scenario.  I plan to do the same.

When we receive a Simple Simon Buy Signal, go to the daily chart and confirm another SS Buy Signal before buying.

Per my DOE Sample worksheet, since no one knows the exact price when the Simple Simon Buy Signal hits, I extrapolated an (R1) targeted $15.00 entry price. 

This would purchase 33 shares. Any unused funds are swept into the Round Two (R2) allocation for future opportunities.

For those wanting to be all in simply allocate all 1K. 

When my analysis is complete, I plan to compile all steps into a single PDF document, available exclusively to EOM Members.

If you have questions, please send them to me at eyeonthemarket@outlook.com.

This week and next, I continue my analysis of our All-Star A&B list, to establish  entry strategies.

Enjoy your week!

David O. England


Plan your work, work your plan, and share your harvest! 1 Timothy 2:1-2

This information is for Educational purposes only. It shall in no event be construed or interpreted as an offer or recommendation to buy or sell securities of any kind.

DAVID O. ENGLAND is the founder of the Eye on the Market-Training Academy and Associate Professor Emeritus of Finance. This column is presented for educational purposes only and not intended as financial advice.