Category: Models
USA Model Stock Portfolio – Stock Only
The USA Stock Only portfolio model had one stock that became overvalued. Plantronics [PLT] reaching 132.9% Fv, and providing a 75% return. Monsanto [MON] was recently acquired by Bayer of Germany. Twenty-three stocks appear as possibilities to replace these two stocks. We narrowed that down to four Consumer Discretionary stocks
USA Model Portfolio – Stock Only
The USA Stock Only portfolio model had six stocks that became overvalued this month. ArcBest Corporation [ARCB] has reached 143.5% Fv, providing a 154% return, eHealth, Inc. [EHTH] has reached 140.7% Fv, providing a 24% return, Ensco Plc [ESV] has reached 155.3% Fv, providing a loss of 19%, Greenhill & Company has reached 176.9% Fv, providing a 67% return National Oilwell Varco [NOV] has reached 129.1% Fv. providing a 33% return, Valero Energy [VLO] has reached 129.9% Fv providing a 117% return.
U.S. LargeCap Active Sector Portfolio
Information Technology remains the largest sector at 24.5% weighting, but drops to 15.1% if Stability is sought.
U.S. AllCap Active Model Portfolio
Hess and Marathon Petroleum become Overvalued and Leave the Portfolio Model. Alliance Data Systems added. Investing in Information Technology was designed to reduce the existing 6.7% underweight to LargeCap technology. The buy of Alliance Data has successfully reduced the underweight to 5.2%
U.S. AllCap Active Model Portfolio
The U.S. AllCap Active Stock Only portfolio model had one stock become overvalued in March, Comtech Telecommunications [CMTL]. The stock reached 160.0% Fv (Fair Value). Contech Telecommunications was a strong contributor to the portfolio gaining 164% growing to represent 2.3% of the portfolio.