It's strange how some portfolios go with what the market is doing and others really just don't. I think that especially happens when you have smaller numbers of stocks in the different portfolios. When Donald Trump was elected president, the markets loved it. The general market went way up - especially in the few days after the election, but has been positive overall since. My 'Dogs' account seems to be bucking this trend, for whatever reason. I actually had a 'Buy' request from the formula in the last month or so. That means the account is a ways down, relative to the 'Portfolio Control,' which is a number that basically says where the account standard level should be, and doesn't move much. Only when stocks are bought at the bottom of the range of the particular portfolio is the PC added to. It's all in the book. (I put a blurb about what this is all referring to in the last entry - I'm going to try to remember to repeat that once a year in the fall entry.)
When the market is making overall slow advances, as it has been in recent years, I believe this kind of thing can happen with different portfolios. Recently I have had both Buy and Sell signals with different accounts. One is going with the general market and the other is going the other way. It does concern me a little what would happen to the account that is already down should the general market decide to have a sudden down period. These things have a tendency to happen very suddenly to the down side. I still have a good supply of cash to purchase more stock should this happen. When following the rules outlined in the book, there should always be plenty of cash to buy when the market goes down. I keep track of the percentage of cash versus stock portfolio, and if it gets too far away from 50%, I know I need to make adjustments one way or another.
It will be very interesting to see what this next four years brings, but for now I want to wish everyone a happy Holiday Season and hope everything is going well. See you in the spring!
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