{"id":38695,"date":"2020-04-06T20:00:00","date_gmt":"2020-04-06T20:00:00","guid":{"rendered":"https:\/\/wp2.inovestor.com\/2020\/04\/stockpointer-us-and-adr-model-portfolio-transactions-april-2020\/"},"modified":"2022-07-06T21:19:52","modified_gmt":"2022-07-06T21:19:52","slug":"stockpointer-us-and-adr-model-portfolio-transactions-april-2020","status":"publish","type":"post","link":"https:\/\/www.inovestor.com\/en-ca\/2020\/04\/stockpointer-us-and-adr-model-portfolio-transactions-april-2020\/","title":{"rendered":"StockPointer\u00ae US and ADR Model Portfolio Transactions \u2013 April 2020"},"content":{"rendered":"<p>We have rebalanced the Stockpointer\u00ae US and ADR model portfolios which are effective now. Here are the details for the US portfolio :<\/p>\n<p>Ins:<\/p>\n<ol>\n<li><strong>American Express (AXP)<\/strong>\u2013 Market Trend. Increase in the Financial sector as seen in the Top 100 index, therefore, increasing our position in the portfolio.<\/li>\n<li><strong>LyondellBasell (LYB)<\/strong>\u2013 Market Trend. Increase in the Material sector<\/li>\n<li><strong>Starbucks (SBUX)<\/strong>\u2013 Intra-sectoral transaction. In the top of its sector.<\/li>\n<li><strong>Home Depot (HD) <\/strong>\u2013 Intra-sectoral transaction. In the top of its sector.<\/li>\n<li style=\"text-align: left;\"><strong> Cabot Oil &#038; Gas (COG)<\/strong> \u2013 Intra-sectoral transaction. In the top of its sector.\n<p>6. <strong>Centerstate Bank Corp (CSFL)<\/strong> \u2013 Intra-sectoral transaction. In the top of its sector.<\/p>\n<p>7. <strong>TransDigm Group (TDG)<\/strong> \u2013 Intra-sectoral transaction. In the top of its sector.<\/p>\n<p>8. <strong>Newmont Mining (NEM)<\/strong> \u2013 Intra-sectoral transaction. In the top of its sector.<\/li>\n<\/ol>\n<p style=\"text-align: left;\"><strong><\/p>\n<p><\/strong>Outs:<\/p>\n<ol>\n<li><strong>Bristol-Myers Squibb Co. (BMY)<\/strong>\u2013 Market Trend. Decrease in the Healthcare sector as seen in the Top 100 index, therefore, decreasing our position in the portfolio.<\/li>\n<li><strong>DTE Energy (DTE)<\/strong>\u2013 Market Trend. Decrease in the Utilities sector<\/li>\n<li><strong>Six Flags (SIX)<\/strong>\u2013 Intra-sectoral transaction. The company was in potential financial distress.<\/li>\n<li><strong>H&#038;R Block (HRB) <\/strong>\u2013 Intra-sectoral transaction. No longer in the top of its sector.<\/li>\n<li><strong>GeoPark Ltd. (GPRK) <\/strong>\u2013 Intra-sectoral transaction. No longer in the top of its sector.<\/li>\n<li><strong>Medical Properties Trust Inc. (MPW)<\/strong> \u2013 Intra-sectoral transaction. No longer in the top of its sector.<\/li>\n<li><strong>Alaska Air Group Inc. (ALK)<\/strong> \u2013 Intra-sectoral transaction. No longer in the top of its sector.<\/li>\n<li><strong>Westlake Chemical Corporation (WLK)<\/strong> \u2013 Intra-sectoral transaction. No longer in the top of its sector.<\/li>\n<\/ol>\n<p>\u00a0<\/p>\n<p>Here are the details for the ADR portfolio\u00a0:<\/p>\n<p>\u00a0<\/p>\n<p>Ins:<\/p>\n<ol>\n<li><strong>Anhui Conch Cement(AHCHF)<\/strong>\u2013 Market Trend. Increase in the Materials sector as seen in the Top 100 index, therefore, increasing our position in the portfolio.<\/li>\n<li><strong>DBS Group Holdings (DBSDF)<\/strong>\u2013 Market Trend. Increase in the Financial sector<\/li>\n<li><strong>Telenet Group Holding (TLGHY)<\/strong>\u2013 Intra-sectoral transaction. In the top of its sector.<\/li>\n<li><strong>Husqvarna AB (HUSQF) <\/strong>\u2013 Intra-sectoral transaction. In the top of its sector.<\/li>\n<li><strong> Neste OYJ (NTOIF)<\/strong> \u2013 Intra-sectoral transaction. In the top of its sector.<\/li>\n<li><strong>Ping An Insurance (Group) Co. Of China (PIAIF)<\/strong> \u2013 Intra-sectoral transaction. In the top of its sector.<\/li>\n<li><strong>Ashtead Group (ASHTF)<\/strong> \u2013 Intra-sectoral transaction. In the top of its sector.<\/li>\n<li><strong>Shionogi &#038; Co (SGIOF)<\/strong> \u2013 Intra-sectoral transaction. In the top of its sector.<\/li>\n<li><strong>Nexon (NEXOF) <\/strong>\u2013 Intra-sectoral transaction. In the top of its sector.<\/li>\n<\/ol>\n<p><strong><\/p>\n<p><\/strong>Outs:<\/p>\n<ol>\n<li><strong>Brookfield Infrastructure Partners L.P. (BIP)<\/strong>\u2013 Market Trend. Decrease in the Utilities sector as seen in the Top 100 index, therefore, decreasing our position in the portfolio.<\/li>\n<li><strong>Brookfield Infrastructure Corporation (BIPC)<\/strong>\u2013 Market Trend. Decrease in the Utilities sector. This company was in our portfolio following a unit split equivalence from Brookfield Infrastructure Partners L.P (BIP).<\/li>\n<li><strong>Enersis (Enel Am\u00e9ricas) (ENIA)<\/strong>\u2013 Market Trend. Decrease in the Utilities sector<\/li>\n<li><strong>Arcos Dorados Holdings (ARCO) <\/strong>\u2013 Intra-sectoral transaction. No longer in the top of its sector.<\/li>\n<li><strong>Michael Kors (Capri Holdings) (CPRI) <\/strong>\u2013 Intra-sectoral transaction. No longer in the top of its sector.<\/li>\n<li><strong>Transportadora (TGS)<\/strong> \u2013 Intra-sectoral transaction. No longer in the top of its sector.<\/li>\n<li><strong>Bank of N.T Butterfield &#038; Son Limited (NTB)<\/strong> \u2013 Intra-sectoral transaction. No longer in the top of its sector.<\/li>\n<li><strong>Banco Santander Brasil (BSBR)<\/strong> \u2013 Intra-sectoral transaction. No longer in the top of its sector.<\/li>\n<li><strong>Taro Pharmaceuticals (TARO)<\/strong> \u2013 Intra-sectoral transaction. No longer in the top of its sector.<\/li>\n<li><strong>NXPI Semicondutors N.V (NXPI)<\/strong> \u2013 Intra-sectoral transaction. No longer in the top of its sector.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>We have rebalanced the Stockpointer\u00ae US and ADR model portfolios which are effective now. Here are the details for the US portfolio : Ins: American Express (AXP)\u2013 Market Trend. Increase in the Financial sector as seen in the Top 100 index, therefore, increasing our position in the portfolio. LyondellBasell (LYB)\u2013 Market Trend. Increase in the [&hellip;]<\/p>\n","protected":false},"author":15,"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-38695","post","type-post","status-publish","format-standard","hentry","category-modelportfolio","tag-model-portfolio","tag-us"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.3 (Yoast SEO v27.1.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>StockPointer\u00ae US and ADR Model Portfolio Transactions \u2013 April 2020 - 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\/2020\/04\/stockpointer-us-and-adr-model-portfolio-transactions-april-2020\/\" \/>\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 Model Portfolio Transactions \u2013 April 2020\" \/>\n<meta property=\"og:description\" content=\"We have rebalanced the Stockpointer\u00ae US and ADR model portfolios which are effective now. Here are the details for the US portfolio : Ins: American Express (AXP)\u2013 Market Trend. Increase in the Financial sector as seen in the Top 100 index, therefore, increasing our position in the portfolio. LyondellBasell (LYB)\u2013 Market Trend. Increase in the [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.inovestor.com\/en-ca\/2020\/04\/stockpointer-us-and-adr-model-portfolio-transactions-april-2020\/\" \/>\n<meta property=\"og:site_name\" content=\"Inovestor\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/Inovestor\/\" \/>\n<meta property=\"article:published_time\" content=\"2020-04-06T20:00:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-07-06T21:19:52+00:00\" \/>\n<meta name=\"author\" content=\"Newswire Inovestor\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@Inovestor_\" \/>\n<meta name=\"twitter:site\" content=\"@Inovestor_\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newswire Inovestor\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/2020\/04\/stockpointer-us-and-adr-model-portfolio-transactions-april-2020\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/2020\/04\/stockpointer-us-and-adr-model-portfolio-transactions-april-2020\/\"},\"author\":{\"name\":\"Newswire Inovestor\",\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/#\/schema\/person\/4a05be738abb4600b8509b4f2d5a0bd7\"},\"headline\":\"StockPointer\u00ae US and ADR Model Portfolio Transactions \u2013 April 2020\",\"datePublished\":\"2020-04-06T20:00:00+00:00\",\"dateModified\":\"2022-07-06T21:19:52+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/2020\/04\/stockpointer-us-and-adr-model-portfolio-transactions-april-2020\/\"},\"wordCount\":543,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/#organization\"},\"keywords\":[\"Model Portfolio\",\"US\"],\"articleSection\":[\"Model Portfolio\"],\"inLanguage\":\"en-CA\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.inovestor.com\/en-ca\/2020\/04\/stockpointer-us-and-adr-model-portfolio-transactions-april-2020\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/2020\/04\/stockpointer-us-and-adr-model-portfolio-transactions-april-2020\/\",\"url\":\"https:\/\/www.inovestor.com\/en-ca\/2020\/04\/stockpointer-us-and-adr-model-portfolio-transactions-april-2020\/\",\"name\":\"StockPointer\u00ae US and ADR Model Portfolio Transactions \u2013 April 2020 - 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