Only one major position adjustment occurred this week as clmDr took a major hit. It tanked three spots moving off the runner up spot in the race to far off the pace. Sentiment for both Cstone closet indexers degraded even as their two ports outgained the S&P 500 index. Whether this is a new paradigm remains to be seen as the atmosphere is clouded by the impact of the May LRN drip ratchet. No one else had multi slot moves but Fof actually had an even worse market performance than clm. But it had a lot of room being situated above xyld in the standings but its absolute fall has now moved it a lot closer to xyld.
In another not of particular interest to me as that the cellar dweller opp picked up shift in marlet sentiment and was able to get closer to the zero return standard. But the portends may not be that great for opp as its port XoppX fell another chunk.
| Sym… | TR | Chg |
| opp... | -2.95% | 1.08% |
| XoppX | 2.93% | -0.54% |
| yyy... | 9.02% | -1.52% |
| riv... | 23.27% | -1.02% |
| pcef. | 24.00% | -0.24% |
| fcef.. | 28.39% | -0.96% |
| XfofX | 29.86% | -1.37% |
| XrivX | 31.93% | 0.11% |
| spe. | 39.31% | -0.13% |
| XspeX | 39.46% | -0.64% |
| rncox | 39.59% | -0.63% |
| xyld | 43.83% | 0.30% |
| fof.. | 44.06% | -2.08% |
| mdcex | 46.10% | -0.25% |
| crf.. | 49.52% | -1.42% |
| cefs. | 59.16% | 0.45% |
| clm... | 59.32% | -2.06% |
| crfDr | 88.25% | -1.38% |
| clmDr | 98.51% | -2.07% |
| XcrfX | 99.49% | 2.15% |
| spy... | 99.61% | 0.66% |
| ^spx. | 100.00% | 0.69% |
| XclmX | 103.22% | 0.89% |
