Model Portfolio

StockPointer® US Model Portfolio Transactions – December 2020

By December 18, 2020 No Comments

We have rebalanced the Stockpointer® US which is effective now. Here are the details:

Ins:

  1. Amgen (AMGN) – Market Trend. Increase in the Health Care sector as seen in the Top 100 index, therefore, increasing our position in the portfolio.
  2. Humana (HUM) – Intra-sectoral transaction. In the top of its sector.
  3. CDK Global (CDK) – Intra-sectoral transaction. In the top of its sector.
  4. Weight Watchers (WW) – Intra-sectoral transaction in replacement of DNKN. In the top of its sector.


Outs:

  1. AT&T (T) – Market trend. Decrease in the telecommunication sector as seen in the Top 100 index, therefore, decreasing our position in the portfolio.
  2. American Express (AXP) – Intra-sectoral transaction. No longer in the top of its sector.
  3. TransDigm Group (TDG)Intra-sectoral transaction. No longer in the top of its sector.
  4. Dunkin’ Brands (DNKN) – The company has been bought by Inspire Brands in a cash deal.