Strategy Updates

HAGAN LOGIX TACTICAL DIVIDEND STRATEGY UPDATE: MAY 2, 2019

HAGAN LOGIX TACTICAL DIVIDEND STRATEGY UPDATE: MAY 2, 2019

The significant cash holding currently in the DHLTD portfolio reflects what our objective, “weight-of-the-evidence” approach is telling us: our overall eligible universe of industries and equities is meaningfully overvalued, and while we believe our invested portfolio has compelling risk-return characteristics, not enough stocks meet our stringent criteria for purchase.

DAY HAGAN LOGIX TACTICAL DIVIDEND STRATEGY UPDATE: OCTOBER 25, 2018

DAY HAGAN LOGIX TACTICAL DIVIDEND STRATEGY UPDATE: OCTOBER 25, 2018

October has seen the return of significant, negative market volatility. While those of us who have been around this business long enough know that periods of market weakness are inevitable, after Wednesday afternoon’s precipitous drop, many valid questions arise about what comes next.