Jd Henning

Discover portfolio strategies that beat the S&P 500 with market timing, sector rotation, and value plays.

Summary Current market conditions show extreme growth stock valuations, record-high cash at Berkshire Hathaway, and sector rotations, making timing and model selection critical.

Summary The Piotroski-Graham value portfolio continues to outperform the S&P 500 since 2018, with a 2025 return of +40.5% and no negative years.

Summary The Monthly ETF Signal Portfolio is outperforming the S&P 500 by over 23% YTD, leveraging sector momentum and market timing models.

Summary As dip-buyers capitulate, we are nearing a tactical bottom for selective reentry points in the market.

Summary The S&P 500 experienced its fastest positive momentum reversal in over five years, driven by geopolitical events and a sharp market rally.

Tech sector momentum turns negative as breadth narrows and bond yields rise.

SpaceX becomes the 6th largest global stock, but it will not join the S&P 500 until at least June 2027. Learn more about the market here.

Could a rotation into value stocks, potentially fueled by macroeconomic shifts, be on its way? Read more about a possible change in direction.

Summary Forensic value portfolios using Beneish, Altman, Ohlson, and Montier algorithms have outperformed the S&P 500 since 2017, with negative portfolios showing higher returns but greater volatility.