Introduction
Through Week 49, the Premium Portfolio has gained +27.75%, beating the S&P 500 benchmark, while actively trading in 14 fewer weeks according to the Momentum Gauge timing signals. These returns represent better than 3 times the return of the Barclay Hedge Fund Index average return of 8.95% to date. Details on stock selection, model performance, and timing signals are discussed below.
The Premium Portfolio began in 2018 with a January 2nd start date and a selection model based around a maximum of 10 actively traded stocks. The objective of this fund continues to be