Good morning and Happy New Year,
Brown Technical Insights has been up and running for over a year, and every 6 months or so, I’ve announced some changes and improvements to elevate the experience. This time last year, it was the addition of ETF portfolios and a focused stock list. The changes aren’t as monumental this year but hopefully, improve the current user experience.
Below is a quick summary of some changes to expect in 2024.
The Monday Morning Playbook
Podcast/audio-only version now available. Improvements to the Substack app now allow me to easily post an audio-only version of the Monday Morning Playbook video, so you can now listen to my weekly update while working out, in the car, or on the go. As always, the experience is elevated with the Substack app.
The Plays. To concisely sum up 5 of the most actionable and high-conviction portfolio moves, each Monday Morning Playbook will include a new section called “The Plays”. Examples may include: Be fully invested, overweight small caps relative to large, avoid international equities, etc.
This week’s level to watch. A new section before the week’s key charts, “This week’s level to watch” will highlight one key level to keep an eye on during the upcoming week. Could be resistance on the S&P 500, support on the US 10-year yield, or even the price of a market-moving stock.
ETF allocations and Blue Chip Hot List included in each MMP. Several of you have reached out to me and noted trouble accessing the current ETF portfolio holdings and Blue Chip Hot List stock picks using the links provided in each MMP. Those links will still be included, but I have added footnote links beside each that will take you down to the current allocations and stock picks at the very bottom of each report.
Overtime
Monthly edition of Mailtime. Going forward, the last Overtime report of each month will become Mailtime. Send questions, chart requests, and more to Scott@BrownInsights.com by noon ET the Monday before and I’ll answer paid subscriber questions in that Tuesday’s Overtime report.
*Please note, I cannot offer personalized investment advice (ex. Should I buy or sell Apple here) but can offer my technical opinion to our general audience in a distributed publication.
Stocks Trends and the Blue Chip Hot List
Mid-month profit-taking. To potentially improve performance, profits can now be taken mid-month, via the same Blue Chip Hot List alerts that appear in each Monday Morning Playbook. Currently, only stops are executed on Mondays (following a weekly close below our stops) but now we at least have the ability to remove a holding mid-month. We will still only add new holdings to the list on the first Thursday of the month.
Flexible number of holdings. The number of stocks on the Blue Chip Hot List will now range from 5 to 15 vs. strictly 10. This will allow us to add more ideas in bull markets, and reduce the need to recommend stocks in bear markets.
Thank you for another year of support and here’s to 2024!
Scott
Scott Brown, CMT
Founder, Brown Technical Insights
Essential insights into market trends, technicals, and opportunities