EOM Garden Growing Part III: CEF VIP Performance 7.19.17

EOM Garden Growing Part III: CEF VIP Performance   7.19.17

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Today I begin my Garden Growing Part III analysis, using data from the 2017 Q2 DIV Report.

The first round will focus on funds from the CEF VIP list. This is a very popular list for Garden Growing candidates.

When we complete the analysis on all nine funds, an updated “Asset Allocation Worksheet” will be available in the Members Vault,” at the website.

Let’s see where the “Big Money” is going using year-to-date performance. Here is a link to the chart. Your Stockcharts.com membership will dictate how many of the nine funds you see. 

Key Points…Fund Performance

1.  EXG    23.27%  

2.  PTY    22.73%     

3.  CSQ    20.72%      

4.  PFL     21.03%     

5.  CHI     18.83%      

6.  PFN    18.15%

7.  CHY    18.71%

8.  PCI      18.12%

9.  IGD        7.51%

Action Points…

The best performer EXG outperformed the market by 13.36% year-to-date.

The lowest performer IGD outperformed the market by 7.6% year-to-date.

Key Questions…

Question:  How often does this group have pullbacks?

Answer:     Previous pullbacks are highlighted-in red box. The current action is highlighted-blue box.

Question: Why just nine candidates?

Answer:  To keep ten percent in cash for opportunities.

If working to plant your Garden, be familiar with these funds-you will see them again!

Tomorrow, we begin to analyze each candidate to establish an entry strategy. 

Enjoy your day,

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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