Category: USA Stock Only
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.
U.S. Model Portfolio – Stock Only
.The U.S. Stock Only Model Portfolio has one stock that has become overvalued this month. The stock is Comtech Telecommunications [CMTL] at 167.05 Fv. Comtech was a strong contributor to the portfolio. Comtech is a …
Portfolio: U.S. Stock Only
Noble, Occidental Petroleum, NetApp out of portfolio. Gilead Sciences added to current position. Allergan and Scana new to portfolio. Sectors weights improved as a result of today’s changes. Financials were reduced by 0.6 percentage points thereby reducing the overweight condition. The same is true for Information Technology. The earlier underweight condition in Health Care was also improved by adding 2.1 points to the overall allocation. The sector is now within 0.2 points of the target allocation. Utilities also improved by reducing the earlier underweight position by 0.8 points and now the allocation is within 0.1 points.
Portfolio: U.S. Sector Only: LargeCap
The portfolio described in this report is designed to provide a market exposure according to the relative fair valuation of each sector within the LargeCap market. Sectors that are currently the most overvalued are reduced in allocation in proportion to the degree of overvaluation while sectors that are the most undervalued will see an increase in allocation in proportion to the degree of undervaluation. This is done to place investments in the area of highest probability in improving the portfolio.