All-Star B Performance 2.17.17

EOM Garden Growing Prep:   All-Star B Performance  2.17.17                                                          
One of the most common causes of failure is the habit of quitting when one is overtaken by temporary defeat. Napoleon Hill

Wall Street is extremely successful at making Investing intimidating and another driving force to develop my Simple Simon Buy/Sell Signals. DOE

Here is the link to my interview yesterday with Will Stephens at WXAN.  We discussed how to analyze Gold/Silver premiums and vendors, evaluated a listener’s returns, discussed the Fiduciary Rule delay and ended with an update on a potential “Financial Friday” seminar series. 

Today I continue my “rubber meets the road” analysis for building gardens.
If having problems downloading the “ES Allocation Worksheet” (Members Vault), you may need to click on the “Enable Editing” button in your MS Office application to access the editable “Landscape” format. It should look the same as the PDF version.

Another question from an EOM Member.

“I thought I wanted ETF candidates only in the garden but there doesn’t seem to be many of those with high dividends and spreads and that the ones that are listed are mostly all in the financial sectors.”

Incorrect-there are other groups of high dividend ETFs in my Asset Allocation Worksheet other than financials.

A-Follow each step of this series-I plan to build two training gardens to help simplify the process. The design of the Asset Allocation Worksheet helps to expedite the decision making process.

When we near the end of this series, I plan to offer an “in-person” seminar to further explain the procedure and answer all question. With my EOM Members located from Seattle to Florida, I am working to offer it online with only a few day delay. The location-seminar details will be finalized soon.

Where do we go from here? The first step is to get all potential players (funds) on the table. Today I wrap up this phase with All-Star List B-file B A2. Next week, we will break out the worksheet and get busy building our wish list.

Time to get busy….

This chart shows the performance of the top five All-Star B funds since the last sizable pullback in February of 2016. Why five? This is the maximum number for performance charts with a S/C Excel subscription.

Most funds are outperforming the SPX. Note the high and low performers and how each experience profit taking with a SPX pullback.

In this chart, we analyze the performance in 2017. Are the previous high/low performers the same? This answer is no. How many funds are now outperforming the SPX?

Next week, we start work on the worksheet.  Go to the “Members Vault” and download your copy of the “Asset Allocation Worksheet” to be prepared.   

If you have questions, please send them to me at 

Enjoy your weekend!

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.

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