Model Portfolio

US-Large Portfolio Transactions – September 3rd 2018

By September 14, 2018 No Comments

We have rebalanced the Nasdaq Inovestor Global Index (Link on Nasdaq) based on our US and International Model Portfolios, which will be effective on Septemeber 21st after market close. Here are the transaction details:

Buys:

 

1) Hormel Foods Corporation (HRL) – Market Trend. Increase in the consumer staples sector as seen in the Top 100 index therefore we increased our position in the portfolio.

2) Allstate Corporation (ALL) – Market Trend. Increase in the Financials sector as seen in the Top 100 index therefore we increased our position in the portfolio.

3) Eastman Chemical Company (EMN) – Market Trend. Increase in the Materials sector as seen in the Top 100 index, we increased our position in the portfolio.

 Sells:

1) Sherwin-Williams Company (SHW) – Market Trend. Decrease in the industrials sector as seen in the Top 100 index.

2) Pinnacle West Capital Corporation (PNW) – Market Trend.  We decreased the number of holdings in utilities sector following index allocation.

3) Apple Inc. (AAPL) – Market Trend. Decrease in the Information Technology sector as seen in the Top 100 index.

You can find the transactions on Inovestor For Advisors, under the section Model Portfolios – StockPointer US.

 

The Inovestor Team