Hello and happy 4th of July, Haymaker Subscribers!
We’re taking a short break in honor of America’s 249th birthday (hard to believe the quarter-millennium milestone is just a year away; countries grow up so fast!) and will return to our normal publishing schedule next week.
If we could make one request of you before your holiday weekends kick off, please let us know in the comments section what aspects of our current content line-up you find most valuable and what (if any) adjustments you’d like to see. As most of you know, the significant changes we’ve made this year include: adding Tracked Portfolios to our Making Hay Monday (MHM) editions, sending out brief Haymaker Daily posts, and eliminating the MHM Charts of the Week (COWs) section.
We also plan on continuing to publish Standard Trading Alerts for all paid subscribers and Premium Trading Alerts for our Founding Members. Unlike our Daily posts, Trading Alerts are specifically built around real-time, actionable investment recommendations (always buttressed with a “Do your own research…” caveat) and often reflect market moves the Haymaker himself is executing within his own portfolio.
Okay, until next week, enjoy the barbecues, the fireworks, your family, and whatever brings you joy in the land of the free.
The Haymaker Team
IMPORTANT DISCLOSURES
This material has been distributed solely for informational and educational purposes only and is not a solicitation or an offer to buy any security or to participate in any trading strategy. All material presented is compiled from sources believed to be reliable, but accuracy, adequacy, or completeness cannot be guaranteed, and David Hay makes no representation as to its accuracy, adequacy, or completeness.
The information herein is based on David Hay’s beliefs, as well as certain assumptions regarding future events based on information available to David Hay on a formal and informal basis as of the date of this publication. The material may include projections or other forward-looking statements regarding future events, targets or expectations. Past performance is no guarantee of future results. There is no guarantee that any opinions, forecasts, projections, risk assumptions, or commentary discussed herein will be realized or that an investment strategy will be successful. Actual experience may not reflect all of these opinions, forecasts, projections, risk assumptions, or commentary.
David Hay shall have no responsibility for: (i) determining that any opinion, forecast, projection, risk assumption, or commentary discussed herein is suitable for any particular reader; (ii) monitoring whether any opinion, forecast, projection, risk assumption, or commentary discussed herein continues to be suitable for any reader; or (iii) tailoring any opinion, forecast, projection, risk assumption, or commentary discussed herein to any particular reader’s investment objectives, guidelines, or restrictions. Receipt of this material does not, by itself, imply that David Hay has an advisory agreement, oral or otherwise, with any reader.
David Hay serves on the Investment Committee in his capacity as Co-Chief Investment Officer of Evergreen Gavekal (“Evergreen”), registered with the Securities and Exchange Commission as an investment adviser under the Investment Advisers Act of 1940. The registration of Evergreen in no way implies a certain level of skill or expertise or that the SEC has endorsed the firm or David Hay. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Please note that while David Hay co-manages the investment program on behalf of Evergreen clients, this publication is not affiliated with Evergreen and do not necessarily reflect the views of the Investment Committee. The information herein reflects the personal views of David Hay as a seasoned investor in the financial markets and any recommendations noted may be materially different than the investment strategies that Evergreen manages on behalf of, or recommends to, its clients.
Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this material, will be profitable, equal any corresponding indicated performance level(s), or be suitable for your portfolio. Due to rapidly changing market conditions and the complexity of investment decisions, supplemental information and other sources may be required to make informed investment decisions based on your individual investment objectives and suitability specifications. All expressions of opinions are subject to change without notice. Investors should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed in this presentation.
I miss the sector champions-contender-down for the count weekly assessments - helped me position different parts of my portfolio and my dca's- the current portfolio breakdown is great, but would be great to know which parts of the portfolio are buys/holds/sells on a weekly basis, particularly for re-balancing
I also miss the champions-contender-down for the count weekly assessments. But overall, I have been pleased with your view of the markets, especially oil, gold, other commodities. Would like a little more on dividends and bonds.