Model Portfolio

StockPointer® US and ADR Model Portfolio Transactions – September 2020

By September 18, 2020 No Comments

We have rebalanced the Stockpointer® US and ADR model portfolios which are effective immediately. Here are the details for the US portfolio :

Ins:

1. Charles Schwab Corporation (SCHW) – Market Trend. Increase in the financial sector as seen in the Top 100 index, therefore, increasing our position in the portfolio.

2. Pfizer (PFE) – Market trend. Increase in the Health care sector.

3. Murphy USA (MUSA) – Intra-sectoral transaction. In the top of its sector.

Outs:

1. LyondellBasell (LYB) – Market Trend. Decrease in the Material sector as seen in the Top 100 index, therefore, decreasing our position in the portfolio.

2. Verizon (VZ) – Market trend. A decrease in the Telecommunication sector.

3. Lear Corporation (LEA) – Intra-sectoral transaction. The EPI decreased bellow 1.

Here are the details for the ADR portfolio :

Ins:

1. Eisai (ESALF) – Market Trend. Increase in the Health Care sector as seen in the Top 100 index, therefore, increasing our position in the portfolio.

2. Toto Ltd. (TOTDF) – Market Trend. Increase in the Industrial sector.

3. Singapore Technologies Engineering (SGGKF) – Market Trend. Increase in the Industrial sector.

4 Koninklijke Ahold Delhaize N.V. (AHODF) – Market Trend. Increase in the consumer staples sector.

Outs:

1. CrediCorp (BAP) – Market Trend. Decrease in the financial sector as seen in the Top 100 index, therefore, decreasing our position in the portfolio. The company’s EPI also decreased bellow 1.

2. Grupo Financiero Santander Serfín, S.A. de C.V. (BSMX) – Market Trend. Decrease in the Financial sector.

3. Ping An Insurance (Group) Co. Of China (PIAIF) – Market Trend. A decrease in the Financial sector.

4. Telenet Group (TLGHY) – Market Trend. Decrease in the Consumer Discretionary sector.