Trust Your Advisor
We are dedicated to providing portfolio management services.
Freedom Capital Management April Market Update (Click for Full Article)
April 10, 2023 One of the indicators I always mention in the letter is the percentage of stocks above their 50-day moving average and above their 200-day moving average in the S&P 500. In my experience, I am most comfortable with at least 60% of the stocks above their 200-day moving with the 50-day moving average above the 200-day moving average. There are 2 comparison charts below. The top chart is a year-to-date chart of the S&P 500 and the chart below is the percentage of stocks...
Freedom Capital Management March Market Update (Click for Full Article)
March 10, 2023 Just when it looks like market sentiment is looking up, the markets get hit with news and pulls them back down. The recent news to be rolling the markets are; the year-long intensifying war in Ukraine, the possibility of the Federal Reserve increasing the prime rates another ½ point rather than the recently expected ¼ point raise, and the breaking story regarding Silicon Valley Bank being closed by regulators on Friday. So, the rally that began in January is being tested....
We put our clients’ interest first.
Our Relative Strength Portfolio Strategy is positioned to be in the top performing areas of the market.
We adjust holdings when the leadership changes.
- Top Down Market Approach
- Relative Strength Portfolio Construction
- Definable Investment Process
- Client Focused
- Client Involvement
Stocks and Options
ETFs and Mutual Funds
Group Retirement and Savings
IRA, 401K and Rollovers
Bonds
Simplified Employee Pension Plans
Annuities
U.S. Treasuries Securities
Qualified Retirement Plans
Portfolio Growth Starts Here.
(415) 236-5364
guy@freedomcapitalmanagement.com
Advisory services offered through Freedom Capital Management, Inc.
Custodial services at Interactive Brokers, LLC.
Member FINRA / SIPC Freedom Capital Privacy Policy
The information included herein was obtained from sources which we believe reliable, but we do not guarantee its accuracy. Neither the information nor any opinion expressed constitutes a solicitation by us for the purchase or sales of any securities or other financial instruments. There is no assurance that the Relative Strength Portfolio Strategy or any investment strategy will be successful.