{"id":38638,"date":"2019-06-21T20:06:00","date_gmt":"2019-06-21T20:06:00","guid":{"rendered":"https:\/\/wp2.inovestor.com\/2019\/06\/stockpointer-us-and-adr-equities-model-portfolio-transactions-june-2019\/"},"modified":"2022-07-06T21:19:17","modified_gmt":"2022-07-06T21:19:17","slug":"stockpointer-us-and-adr-equities-model-portfolio-transactions-june-2019","status":"publish","type":"post","link":"https:\/\/www.inovestor.com\/en-ca\/2019\/06\/stockpointer-us-and-adr-equities-model-portfolio-transactions-june-2019\/","title":{"rendered":"StockPointer\u00ae US and ADR Equities Model Portfolio Transactions – June 2019"},"content":{"rendered":"

We have rebalanced the Nasdaq Inovestor Global Index based on our US and ADR Model Portfolios, which will be effective on June 21st after market close. Here are the details for the US Model Portfolio:<\/p>\n

Ins:<\/strong><\/p>\n

    \n
  1. Employers HOLDINGS INC\u00a0<\/strong>(EIG)<\/strong>\u00a0\u2013\u00a0Market Trend. Increase in Financials\u00a0sector as seen in the Top 100 index therefore increasing our position in the portfolio.<\/li>\n
  2. ABBVIE INC<\/strong>\u00a0(ABBV)\u00a0<\/strong>\u2013 Market Trend. Increase in Healthcare sector as seen in the Top 100 index therefore increasing our position in the portfolio.<\/li>\n
  3. EVERCORE INC<\/strong> (EVR)<\/strong>\u00a0\u2013\u00a0Intra Sectorial transaction.<\/li>\n
  4. CREDIT ACCEPTANCE CORPORATION\u00a0<\/strong>(CACC)<\/strong>\u00a0\u2013 Intra Sectorial transaction.<\/li>\n
  5. PRICE T ROWE GROUPs <\/strong>(TROW)<\/strong>\u00a0\u2013\u00a0Intra Sectorial transaction.<\/li>\n
  6. TRANSDIGM GROUP INC\u00a0<\/strong>(TDG)<\/strong>\u00a0\u2013 Intra Sectorial transaction.<\/li>\n
  7. GEOPARK LTD (GPRK<\/strong>)<\/strong>\u00a0\u2013 Intra Sectorial transaction.<\/li>\n<\/ol>\n

    Outs:<\/strong><\/p>\n

      \n
    1. MICRON TECHNOLOGY INC\u00a0<\/strong>(MU)<\/strong>\u00a0\u2013 Market Trend. Decrease in IT sector as seen in the Top 100 index therefore decreasing our position in the portfolio.<\/li>\n
    2. VECTOR GROUP LTD\u00a0<\/strong>(VGR)<\/strong>\u00a0\u2013 Market Trend. Decrease in Consumer Staples sector as seen in the Top 100 index therefore decreasing our position in the portfolio.<\/li>\n
    3. VALERO ENERGY CORPORATION\u00a0<\/strong>(VLO)<\/strong>\u00a0\u2013\u00a0EPI. EPI fell below 1.<\/li>\n
    4. CIGNA CORPORATION <\/strong>(CI)\u00a0<\/strong>\u2013 SP Score. No longer within SP score range and not in the top 20 of its sector.<\/li>\n
    5. PRINCIPAL FINANCIAL GROUP\u00a0<\/strong>(PFG)<\/strong>\u00a0\u2013\u00a0SP Score. No longer within SP score range and not in the top 20 of its sector.<\/li>\n
    6. ALLSTATE CORPORATE\u00a0<\/strong>(ALL)<\/strong>\u00a0\u2013 SP Score. No longer within SP score range and not in the top 20 of its sector.<\/li>\n
    7. THE CHEMOURS COMPANY LLC (CC) <\/strong>\u2013 SP Score. No longer within SP score range and not in the top 20 of its sector.<\/li>\n<\/ol>\n

      \u00a0<\/p>\n

      Here are the details for the International\u00a0Model Portfolio:<\/p>\n

      Ins:<\/strong><\/p>\n

        \n
      1. BANCO SANTANDER MEXICO SA\u00a0<\/strong>(BSMX)<\/strong>\u00a0\u2013 Market Trend. Increase in Financials sector as seen in the Top 100 index therefore increasing our position in the portfolio.<\/li>\n
      2. JAZZ PHARMACEUTICALS PLC <\/strong>(JAZZ)<\/strong>\u00a0\u2013 Market Trend. Increase in Healthcare sector as seen in the Top 100 index therefore increasing our position in the portfolio.<\/li>\n<\/ol>\n

        Outs:<\/strong><\/p>\n

          \n
        1. TAIWAN SEMICONDUCTOR MANUFACTURING\u00a0<\/strong>(TSM)<\/strong>\u00a0\u2013 Market Trend. Decrease in IT sector as seen in the Top 100 index therefore decreasing our position in the portfolio.<\/li>\n
        2. NIELSEN HOLDINGS PLC\u00a0<\/strong>(NLSN)<\/strong>\u00a0\u2013 Market Trend. Decrease in Consumer Discretionary sector as seen in the Top 100 index therefore decreasing our position in the portfolio.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

          We have rebalanced the Nasdaq Inovestor Global Index based on our US and ADR Model Portfolios, which will be effective on June 21st after market close. Here are the details for the US Model Portfolio: Ins: Employers HOLDINGS INC\u00a0(EIG)\u00a0\u2013\u00a0Market Trend. Increase in Financials\u00a0sector as seen in the Top 100 index therefore increasing our position in […]<\/p>\n","protected":false},"author":14,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[55],"tags":[161,166],"class_list":["post-38638","post","type-post","status-publish","format-standard","hentry","category-modelportfolio","tag-model-portfolio","tag-us"],"acf":[],"yoast_head":"\nStockPointer\u00ae US and ADR Equities Model Portfolio Transactions - June 2019 - Inovestor<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.inovestor.com\/en-ca\/2019\/06\/stockpointer-us-and-adr-equities-model-portfolio-transactions-june-2019\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"StockPointer\u00ae US and ADR Equities Model Portfolio Transactions - June 2019\" \/>\n<meta property=\"og:description\" content=\"We have rebalanced the Nasdaq Inovestor Global Index based on our US and ADR Model Portfolios, which will be effective on June 21st after market close. 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