Category: Models
U.S. Sector Index (ETF) Portfolio Consideration
Some of the changes in asset allocation considerations since last report using the Balanced Target: 1. 0.7 point decrease in Consumer Discretionary, 2. 1.5 point decrease in Consumer Staples, 3. 0.6 point decrease in Energy, 4. 0.8 point increase in Financials, 5. 0.5 point decrease in Health Care, 6. 0.3 point increase in Industrials, 7. 2.2 point increase in Technology, 8. 0.2 point increase in Materials, 9. 0.2 point decrease in Telecom, 10. 0.1 point increase in Utility.
Global Index (ETF) Portfolio Considerations (American View)
Changes in asset allocation considerations since last report: all of the changes in this report are domestic in nature and influence the Opportunity Target more than the Stable Target.
Model Changes – USA Stock Portfolio
The USA Stock Only portfolio has one stock that reached an overvaluation level recently and was retired from the portfolio consideration today. Diebold and Manhattan have been added.
Model Changes – USA Stock Portfolio
The USA Stock Only portfolio has two stocks that reached an overvaluation level recently and were retired from portfolio consideration today
USA Stock Only Consideration Model Portfolio
The USA Stock Only portfolio experienced three stocks that reached an overvaluation level recently and were retired from portfolio consideration today.