Investment Notes

Island Light Sector Rotation Notes (Oct 2014)

Overview The Island Light Sector rotation strategy was updated for October as part of our regular monthly rebalancing.   The strategy, which employs an advanced algorithm for capturing market momentum in an optimized portfolio of US sectors, is the latest in a series of innovative dynamic portfolio models offered by Island Light.  For the month,...

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Island Light Sector Rotation Notes (August 2014)

Sector Rotation Notes, July 2014 Overview The Island Light Sector rotation strategy was updated for the month of June as part of our regular rebalancing.   The strategy, which employs an advanced algorithm for capturing market momentum in an optimized portfolio of US sectors, is the latest in a series of innovative dynamic portfolio models offered...

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Island Light Sector Rotation Notes (July 2014)

Overview The Island Light Sector rotation strategy was updated for the month of June as part of our regular rebalancing.   The strategy, which employs a sophisticated new algorithm for capturing market momentum in an optimized portfolio of US sectors, is the latest in a series of innovative dynamic portfolio models offered by Island Light.  For the...

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Island Light Investment Notes (Jan 2014)

“The wisest rule in investment is: when others are selling, buy. When others are buying, sell. Usually, of course, we do the opposite. When everyone else is buying, we assume they know something we don’t, so we buy. Then people start selling, panic sets in, and we sell too.”   Jonathan Sacks After closing 2013 in a euphoria of equity growth,...

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Island Light Investment Notes (Nov 2013)

Truckin’ Another month brought another new equity high.  In November, the bull market in US equities continued as the S&P 500 hit new three new all-time highs during the month and closed above 1800 for the first time on November 22. It has been a great year for the US equity investor, and in this time of Thanksgiving and holiday celebration,...

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