 A Message from Cokie’s Desk: Friday 3 for 3! Each Friday, Cokie will be bring you 3 points of interest in 3 minutes… …well, almost 3 minutes, she’s trying! Press Play…  Week in Review: Winners, losers and the market for the week. Happy to report overall portfolio winners–top performers for this week were two of the positions we added last week; Oil and the US Dollar. September being the seasonally weakest month of the entire year, dating back to 1928, kicked off in true fashion with the Dow, S&P 500, and Bonds off -1.26%, -1.09% and -1.27% , respectively. The Winners: Never fear–last week Alphavest’s Tactical Model added positions in Exchange Traded Funds (ETFs) OILK, UUP, both ‘bucking” the market trend with the small -1% across the board market decline last week. Other gainers last week thanks to some healthy new additions to the Equity Income (IBM) and Aristocrats models (LOW, CAT) you’ll find below. Here are the overall winners of the portfolio last week, again, most are new additions and some are stable-ables that we’ve owned for some time like Berkshire Hathaway–the Buffett with a W, Microsoft and Eli Lilly:  The Losers (quid pro quo!): Several of worst performers of the portfolio, have already been sold (RMD, GIS) or in the case of international holdings, like FEZ (See below) have been reduced. You may recall last week’s discussion of how a strong US Dollar can hurt international equity returns, hence our reduced exposure. We continue to hold and believe in decliners and underperformers such as LMT, HSY and CSX, all in our Equity Income portfolio, due to healthy dividend yields and various other fundamental and technical attributes. However, this market is one that you will see that we will not have long attention spans or patience for further underperformance. When cash is earning 5%+ annually, we find that to be a suitable spot to “sit tight” visa vie sustained negative performance, especially in a model with a growth AND income objective like our Equity Income model. Expect nimble, swift adjustments for the foreseeable future.  Let’s Grow: “Have fun, make money, and leave the world a better place.” – Jimmy Buffett Legacy, Non-polarization and TAKE THE HEALTH PLEDGE. Help me in sending love and light to Alphavest Advisory Board’s very own, Judith Ranger Smith, Executive Director for Jimmy Buffett’s foundation Singing for Change, in light of the loss of Jimmy Buffett last weekend. I had a moving connect with Judith yesterday on the subject of Jimmy Buffett and a life well lived. Needless to say, the world loved this man for many reasons. What sincerely struck me was how non-polarizing he truly was despite his wealth, fame and following – these aren’t always mutually exclusive. In a world where it seems everyone has a “side” or a “position”, Jimmy Buffett (even if you weren’t a huge fan of his music) commanded praise and appreciation for his “what you see is what you get,” fun-loving and philanthropic ways — from the likes of Jane Fonda to George Strait. What’s your legacy? One word or 10–What’ll be? While you’re pondering THAT—just DECIDE to take the Health Pledge. You’ve heard this from me before–make your annual cancer screenings a priority. YOU MATTER. Make Jimmy’s passing count. AND, if so moved–and if Jimmy impacted your life, the Buffett family has asked publicly for donations to Singing for Change in lieu of flowers. Keep the song alive, Judith! |
 Fun Facts: The US Dollar has been the topic discussed, two week’s running now–how long will this rally last? And, have any clue as to the lifespan of a dollar bill? READ MORE 6.6 years Forgot to mention the other fun fact mentioned in the video–Guess which company is the top 3YR performer of Microsoft, Caterpillar or Apple? Email us with your guess. (Donation to Singing for Change for responses…right or wrong!) PS- Caterpillar is one of our newest holdings in the Alphavest Aristocrats Model EMAIL ADDRESS UPDATE!! Cokie Cox- [email protected] Donna Hightower- [email protected] Phone- 843-573-7277 Text- 866-662-5742 (866-MO ALPHA) Have you opted in for our cutting-edge text technology? Sometimes text is best…connect with us today! Just text ‘CONNECT’ to 866-662-5742 As always, sending you all….a Perfect Day,  To schedule your review, please contact Donna Hightower at 843-573-7277 or at [email protected] Advisory Services offered through Red Triangle, LLC DBA Alphavest. |