StockPointer® US Portfolio Transactions – September 2023

We have rebalanced our Stockpointer® US model portfolio. The trades are effective as of Tuesday, August 15 after market close.

Here are the details of the trades:

In:

1. UnitedHealth Group Inc (UNH) – Market Trend. Increase in the Financial  sector as shown by the Top 100 index, therefore, increasing our position in the portfolio.
2. City Holding Company (CHCO) – Inter-sectorial trade. The company is in the top of the Financial sector.
3. HCA Healthcare Inc (HCA) – Inter-sectorial trade. The company is in the top of the healthcare sector.

Out:

1. LCI Industries (LCII) – Market Trend. Decrease in the Industrial sector as shown by the Top 100 index, therefore, decreasing our position in the portfolio. The company was also no longer in the top of its sector.
2. Moelis & Co (MC) – Inter-sectorial trade. The company was no longer in the top of the financial sector.
3. Pfizer (PFE) – Inter-sectorial trade. The company was no longer in the top of the HealthCare sector.