How to Incorporate the IBD Big Picture Into Your Strategy

IBD is also an extremely valuable source of information to give me a sense of where the market is going. There are follow through days that tell you when a market is resuming an uptrend, for example. So we're fully invested as a mutual fund. Cash rarely goes above 3%, and certainly not 5%. But if the market is getting hostile to growth stocks, which it does 20% of the time by my estimate, we can fade defensively into more defensive types of stocks. We should be investing in these disruptive companies that are benefiting from the tech revolution and owning them while they are working as stocks.