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Wall Street rides winners as quarter winds down – Risk on or Risk off? March 30, 2011

Posted by Marlowe Cassetti in EWV, IWC.
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image U.S. stocks ended higher on Wednesday with activity dominated by money managers buying recent winners, including energy and small-caps, as the quarter nears its end.

The Dow Jones industrial average shot up 71.60 points, or 0.58 percent, to end at 12,350.61. The Standard & Poor’s 500 Index gained 8.82 points, or 0.67 percent, to finish at 1,328.26. The Nasdaq Composite Index climbed 19.90 points, or 0.72 percent, to close at 2,776.79. The Russell 2000 index closed at the highest level since October 2007. (commentary & photo courtesy of Reuters)

The RSI portfolio continues to gain, along with the overall stock market, but at 1/2 of the market gain. Of course, the portfolio is constructed of an entirely different security mix than is found in the major indices. With that said, I’m pleased with the current portfolio performance.

Today IWC closed within a hair of its +2.0R level. It may very well be going into the trailing profit stop mode soon.

Yesterday, I forgot to mention that I didn’t take the full risk on buying EWV. Instead I took 3/4 of my normal risk due to money management considerations (not wanting to have less than zero cash reserves). However, if one is cautions about buying a position in a Ultra-Short fund, maybe not taking the full -1.0R risk is understandable. I can imagine scaling up and down the risk scale. Sort of a risk on or risk off situation.

There were no new RSI buy signals today. Catch you later.

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