Category: Models
USA Stock Only Consideration Model Portfolio
The USA Stock Only portfolio experienced one stock that reached an overvaluation level recently and was retired from portfolio consideration.
Model Changes – USA Stock Portfolio
Qorvo [QRVO], an Information Technology stock that reached an overvalued level. Qorvo went undervalued back in the February 2016. Since then the stock steadily improved until in early 2017 the stock reached an overvalued price but did not start a corrective move until recently. This placed the stock on the Sell Consideration list.
USA Sector Considerations April 2017
Since the March brief on the U.S. Sector portfolio the market has been anything but calm, with two 200+ point day gains in the DOW index. And, there have been significant movements in several of the individual sectors on a relative fair value perspective.
Global Index Portfolio Considerations April 2017
An indexed portfolio is one of the most efficient methods of providing an investor the broadest exposure to the market for targeted or smaller size accounts. A portfolio under $10,000 may be well served in terms of market return and reduced management fees as well as lower transaction costs by using a single Large Cap index such as IVV, a security that mimics the S&P 500 Index. Once the portfolio reaches a level greater than $10,000 and under $250,000, an expanded investment footprint may be the best vehicle.