The Issachar Fund (LIONX), is about 81% invested in 48 growth stocks as of May 25, 2020! (Listen to this blog/podcast).
I went "shopping" last week and found many stock leaders with sound fundamentals exhibiting attractive technical chart patterns appearing to be under accumulation. I believe stocks that report at least three consecutive quarters of increasing sales and earnings, in this environment, could be considered leaders and are worth looking at. I am finding many stock leaders in these key sectors: chips, medical, mining, retail and software. Some semiconductor stocks have been percolating higher, and that could be a bullish sign indicating a move higher for the broad market. The work from home (WFH) theme seems to be resonating with many investors, as the "cloud" stocks have continued their advance. Many individuals appear to be using their stimulus checks to trade stocks as WFH becomes trade from home (TFH).
Small-lot option trading has been increasing, and retail investment brokerages are seeing a massive surge in new accounts and trading activity. Habitual gamblers unable to visit casinos due to government lockdowns might also be turning to the stock market to get their latest "fix." The second- and third-order consequences of the lockdown seem to be presenting many opportunities. I am extremely optimistic because I am still finding many opportunities to put money to work. I hope to get to a fully invested position this week, but I can also go to cash if needed. I try to remain flexible, investing in liquid stocks. measuring risk daily seeking capital appreciation consistent with capital preservation. I also try to fish in the right streams by focusing on what I believe are the best industry groups and sectors. It is OK to be wrong, but it is not okay to stay wrong. (There is no guarantee that any investment will achieve its objectives, generate positive returns or avoid losses.)
Here are the latest performance results for LIONX.
The performance data quoted here represents past performance. Current performance may be lower or higher than the performance data quoted above. Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate so that investor's shares, when redeemed, may be worth more or less than their original cost. For performance information current to the most recent month-end, please call toll-free 866-787-8355.
Total annual fund operating expenses are 3.38%.
LIONX is up a net 13.21% year to date (YTD)! The LIONX benchmark (IQ Hedge Multi-Strategy Index) is down -3.37% and the S&P 500 Index is down -7.77%. The maximum loss YTD for LIONX is -4.63% while the IQ Hedge benchmark suffered a -13.81% max loss and the S&P 500 Index endured a -33.79% maximum loss YTD. The Standard Deviation risk measure shows the average monthly loss since 2/28/14 for LIONX at 1.49% and the IQ Hedge benchmark at 1.52% and the historically higher risk S&P 500 Index with a 9.90% average monthly deviation in price. For the one-year period (April 1, 2019 to March 31, 2020), LIONX had a gain of 6.68%, while IQ Hedge had a -2.71% loss and the S&P 500 Index lost 6.98%. For the five-year period (April 1, 2015 to March 31, 2020), LIONX had a 1.85% annualized gain while the IQ Hedge had a 0.81% annualized gain and the S&P 500 Index had a 6.67% annualized gain. Since inception (Feb. 28, 2014 to March 31, 2020), LIONX had a 2.39% annualized gain while the IQ Hedge had a 1.44% annualized gain and the S&P 500 Index had a 7.70% annualized gain. In summary, LIONX has achieved greater returns this year than its primary benchmark and with less drawdown risk! I welcome you to join me as a shareholder by purchasing LIONX through your brokerage account or on my website at IssacharFund.com. Yes, I eat my own cooking and promise to treat your money like my very own.
Bottom line: I am still finding stocks with sound fundamentals and attractive chart patterns that appear to be under institutional accumulation, so I remain an optimistic bull! The Fed increased its balance sheet by another $103 billion last week, so it appears to be doing what it takes to have our back. The dollar has remained strong, and gold has been creeping higher. LIONX hit an all-time high in price last Friday so I am thrilled. This is all by the grace of God for our joy! He is a good God and finds great pleasure in blessing His children.
"You are all sons of God by faith in Christ Jesus" (Gal. 3:26).
Note: Investors should carefully consider the investment objectives, risks, charges and expenses of the Issachar Fund. This and other important information about the fund are contained in the prospectus, which can be obtained by calling 1-866-787-8355 or visiting LIONX.net. The prospectus should be read carefully before investing. The Issachar Fund is distributed by Northern Lights Distributors, LLC., member FINRA/SIPC. Horizon Capital Management Inc., (HCM) is not affiliated with Northern Lights Distributors, LLC. Important Risk Information: Mutual funds involve risks including the possible loss of principal. An investment in the fund may not be appropriate for all investors. The fund may hold cash positions when the adviser feels that the market is not producing returns greater than the short-term cash investments in which the fund may invest. There is a risk that the sections of the market in which the fund invests will begin to rise or fall rapidly and the fund will not be able to sell stocks quickly enough to avoid losses or reinvest its cash positions into areas of the advancing market quickly enough to capture the initial returns of changing market conditions. The adviser's judgment about the attractiveness, value and potential appreciation of particular asset classes and securities in which the fund invests may prove to be incorrect and may not produce the desired results. Past performance is no guarantee of future results. For more information on LIONX, please visit LIONX.net. NLD Review Code: 3614-NLD-5/26/2020
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