We are genuinely pleased with the performance of most asset classes in 2012. As we expected, bond yields have moved mostly sideways.
Strategies
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In February KC Capital Management’s Quantitative ETF portfolio had its best performing 30-day period since inception, up 17.0%.
A common view in investing is that “conservative” somehow equates with “buy and hold”, and the corollary to that is that trading equates to higher risk.
February was a good month for the model as a few of the companies saw a modest rise in their stock prices.
February was pretty uneventful for both Alpha Trapper and Beta Blocker models. No trades were made and price movement was minimal.
The market continued its winning ways in February as it slowly but surely moved ahead. Most major averages surpassed the levels attained in the spring of 2011.
In the Long Term GARP model, all most 85% of the market value of the portfolio is held in five holdings, including Liberty Interactive (LINTA), Intuit (INTU), Direct TV (DTV).
As February gives way to March, I continue to feel very positive about the broad market’s prospects.