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Bull & Bear Tracker Up 3.5% YTD While Being Less Than 50% Invested

S&P 500 has returned 1.1% YTD.
Michael Markowski writes for
Michael Markowski writes for

iStockphoto, Darren415

Through the first 10 days of 2020, the Bull & Bear Tracker:

  • Has produced a gain of 3.5% vs. the S&P 500’s 1.1%
  • Was 100% cash for 3 of the 7 trading days
  • Was 50% invested for the 4 of 7 days in market

The 2020 year-to-date return and low risk exposure for the Bull & Bear Tracker’s signals is comparable to its performance in December 2019. For the last month of 2019, the Bull & Bear Tracker produced a return of 6.7%, while being in 100% cash for eight of December’s 21 days.

Since June 30, 2019, the Bull & Bear Tracker’s signals
produced a return of 34.1% vs. 9.5% for the S&P 500. The Bull & Bear Tracker produced a profit for
each of the six months with an average monthly profit of 5.5%. From April 9, 2018, through January 10, 2020,
the Bull & Bear Tracker has gained 69.8% vs. 23.8% for the S&P 500.

The Bull & Bear Tracker is an excellent vehicle for
hedging against market crashes, since it produces its greatest returns when the
S&P 500 and Dow Jones indices are the most volatile. In 2018, the Bull & Bear Tracker’s first
signals produced gains of 7.96% and 9.84% during two of the S&P 500’s worst 25
percentage decline days from 2009 to 2020.

The Bull & Bear Tracker’s signals are utilized to trade exchange traded funds (ETFs) which mimic the performance of the S&P 500. A long ETF is utilized when the signal is green, while a short or inverse ETF is utilized when the signal is red. For example, when the S&P 500 advances by 10% while under a green signal, the long ETF increases by 10%. Conversely, should the S&P 500 decline by 10% while a red signal is in effect, the inverse or short ETF would increase by 10%.

For more about the Bull & Bear Tracker go to For a 90-day free trial subscription go to


Equities Contributor: Michael Markowski

Source: Equities News