Model Portfolio

StockPointer® US Portfolio Transactions – August 2022

By September 1, 2022 No Comments

We have rebalanced our Stockpointer® US model portfolio. The trades are effective as of Monday, August 15 after market close.
Here are the details of the trades:

Ins:

  1. Expeditors International of Wshngtn Inc (EXPD)Market Trend. Increase in the industrial sector as shown by the Top 100 index, therefore, increasing our position in the portfolio.
  2. Dorchester Minerals LP (DMLP)Market Trend. Increase in the Energy sector
  3. LCI Industries (LCII) – Sectorial transaction. The company’s SP score was in the top of its sector

Outs:

  1. Domino’s Pizza (DPZ) – Market Trend. Decrease in the Consumer Discretionary sector as shown by the Top 100 index, therefore, decreasing our position in the portfolio.
  2. Oracle Corporation (ORCL) – Market Trend. Decrease in the Information Technology sector.
  3. Atkore (ATKR) –The company’s SP score fell 10 points below the third highest SP score of the sector forcing us to sell the company.