The market rallied back this past week. Here is how the models look as of 3/21:
Top 20 gave up a little ground, mainly on Friday. For the week, it rose 0.53% while the S&P 500 rose 1.38%. For March, the performance remains robust, with a 3.77% return compared to 0.48% for the S&P 500.
Conservative Growth/Balanced is also having a good month after a rough start to the year, with a 1.86% return compared to the 0.12% return for the index of 60% stocks and 40% bonds.
Invest By Model will close on 4/15/14. I notified subscribers earlier this week that my 420 Investor service, which has more than 1500 subscribers now, requires my full attention. I have also announced the closure of my swing-trading alert service, The Analytical Trader, as well as the end of the last of my institutional consulting relationships. Thank you for your interest and support over the years. My contact information, should you need it, is email@example.com.
Alan Brochstein, CFA