{"id":52919,"date":"2025-03-01T00:00:45","date_gmt":"2025-03-01T00:00:45","guid":{"rendered":"https:\/\/www.inovestor.com\/?p=52919"},"modified":"2025-02-17T15:33:32","modified_gmt":"2025-02-17T15:33:32","slug":"stockpointer-us-portfolio-transaction-february-2025","status":"publish","type":"post","link":"https:\/\/www.inovestor.com\/en-ca\/2025\/03\/stockpointer-us-portfolio-transaction-february-2025\/","title":{"rendered":"Stockpointer\u00ae US portfolio Transaction \u2013 February 2025"},"content":{"rendered":"

We have rebalanced our Stockpointer\u00ae US model portfolio. These trades are effective as of Friday, February 14 after market close.<\/p>\n

Here are the details of the trades:<\/p>\n

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

    \n
  1. Ingredion Inc. (INGR)<\/strong>\u2013 Market Trend. Decrease in the Consumer Staples sector as shown by the Top 100 index, therefore, decreasing our position in the portfolio.<\/li>\n
  2. UnitedHealth Group Inc<\/strong> (UNH)<\/strong>\u2013 Intra-sectorial transaction. The company SP score fell below 60.<\/li>\n<\/ol>\n

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

      \n
    1. Yum! Brands Inc (YUM)<\/strong>\u2013 Market Trend. Increase in the Consumer Discretionary sector as shown by the Top 100 index, therefore, increasing our position in the portfolio. The company is in the top of its sector.<\/li>\n
    2. Ameriprise Financial Inc. (AMP)<\/strong>\u2013 Intra-sectorial transaction. The company is in the top of its sector.<\/li>\n<\/ol>\n

       <\/p>\n

      Rebalancing<\/strong><\/p>\n

      We rebalanced Meta Platforms Inc (META) from its current weight of 12.4% to 9%<\/p>\n

       <\/p>\n

      Weighting<\/strong><\/p>\n

      Due to a large trim, we increased the weighting by 0.75% to<\/p>\n

        \n
      • Home Depot (HD)<\/li>\n
      • Northrop Grumman Corp (NOC)<\/li>\n
      • City Holdings (CHCO)<\/li>\n
      • W.R. Berkley Corporation (WRB)<\/li>\n<\/ul>\n

        YUM and AMP have a weight of approximetaly 3.6% each<\/p>\n","protected":false},"excerpt":{"rendered":"

        We have rebalanced our Stockpointer\u00ae US model portfolio. These trades are effective as of Friday, February 14 after market close. Here are the details of the trades: Outs: Ingredion Inc. (INGR)\u2013 Market Trend. Decrease in the Consumer Staples sector as shown by the Top 100 index, therefore, decreasing our position in the portfolio. UnitedHealth Group […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[55],"tags":[166],"class_list":["post-52919","post","type-post","status-publish","format-standard","hentry","category-modelportfolio","tag-us"],"acf":[],"yoast_head":"\nStockpointer\u00ae US portfolio Transaction \u2013 February 2025 - 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\/2025\/03\/stockpointer-us-portfolio-transaction-february-2025\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Stockpointer\u00ae US portfolio Transaction \u2013 February 2025\" \/>\n<meta property=\"og:description\" content=\"We have rebalanced our Stockpointer\u00ae US model portfolio. These trades are effective as of Friday, February 14 after market close. Here are the details of the trades: Outs: Ingredion Inc. (INGR)\u2013 Market Trend. Decrease in the Consumer Staples sector as shown by the Top 100 index, therefore, decreasing our position in the portfolio. UnitedHealth Group […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.inovestor.com\/en-ca\/2025\/03\/stockpointer-us-portfolio-transaction-february-2025\/\" \/>\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=\"2025-03-01T00:00:45+00:00\" \/>\n<meta name=\"author\" content=\"Anthony Menard\" \/>\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=\"Anthony Menard\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/2025\/03\/stockpointer-us-portfolio-transaction-february-2025\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/2025\/03\/stockpointer-us-portfolio-transaction-february-2025\/\"},\"author\":{\"name\":\"Anthony Menard\",\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/#\/schema\/person\/a47ac16db946331b2be8a8f78c89331d\"},\"headline\":\"Stockpointer\u00ae US portfolio Transaction \u2013 February 2025\",\"datePublished\":\"2025-03-01T00:00:45+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/2025\/03\/stockpointer-us-portfolio-transaction-february-2025\/\"},\"wordCount\":169,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/#organization\"},\"keywords\":[\"US\"],\"articleSection\":[\"Model Portfolio\"],\"inLanguage\":\"en-CA\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.inovestor.com\/en-ca\/2025\/03\/stockpointer-us-portfolio-transaction-february-2025\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/2025\/03\/stockpointer-us-portfolio-transaction-february-2025\/\",\"url\":\"https:\/\/www.inovestor.com\/en-ca\/2025\/03\/stockpointer-us-portfolio-transaction-february-2025\/\",\"name\":\"Stockpointer\u00ae US portfolio Transaction \u2013 February 2025 - Inovestor\",\"isPartOf\":{\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/#website\"},\"datePublished\":\"2025-03-01T00:00:45+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/2025\/03\/stockpointer-us-portfolio-transaction-february-2025\/#breadcrumb\"},\"inLanguage\":\"en-CA\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.inovestor.com\/en-ca\/2025\/03\/stockpointer-us-portfolio-transaction-february-2025\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/2025\/03\/stockpointer-us-portfolio-transaction-february-2025\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.inovestor.com\/en-ca\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Stockpointer\u00ae US portfolio Transaction \u2013 February 2025\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/#website\",\"url\":\"https:\/\/www.inovestor.com\/en-ca\/\",\"name\":\"Inovestor\",\"description\":\"Make investment decisions that matter most\",\"publisher\":{\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.inovestor.com\/en-ca\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-CA\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/#organization\",\"name\":\"Inovestor\",\"url\":\"https:\/\/www.inovestor.com\/en-ca\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-CA\",\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2022\/04\/Inovestor-logo-high-res.png\",\"contentUrl\":\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2022\/04\/Inovestor-logo-high-res.png\",\"width\":1581,\"height\":422,\"caption\":\"Inovestor\"},\"image\":{\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/Inovestor\/\",\"https:\/\/x.com\/Inovestor_\",\"https:\/\/www.linkedin.com\/company\/inovestor\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/#\/schema\/person\/a47ac16db946331b2be8a8f78c89331d\",\"name\":\"Anthony Menard\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-CA\",\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/a7ecddb37c5e2996c7e909f93b2f06d1fa4aa5c9b529235fb3916c7a825a2f7f?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/a7ecddb37c5e2996c7e909f93b2f06d1fa4aa5c9b529235fb3916c7a825a2f7f?s=96&d=mm&r=g\",\"caption\":\"Anthony Menard\"},\"url\":\"https:\/\/www.inovestor.com\/en-ca\/author\/amenardinovestor-com\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Stockpointer\u00ae US portfolio Transaction \u2013 February 2025 - Inovestor","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.inovestor.com\/en-ca\/2025\/03\/stockpointer-us-portfolio-transaction-february-2025\/","og_locale":"en_US","og_type":"article","og_title":"Stockpointer\u00ae US portfolio Transaction \u2013 February 2025","og_description":"We have rebalanced our Stockpointer\u00ae US model portfolio. These trades are effective as of Friday, February 14 after market close. Here are the details of the trades: Outs: Ingredion Inc. (INGR)\u2013 Market Trend. Decrease in the Consumer Staples sector as shown by the Top 100 index, therefore, decreasing our position in the portfolio. UnitedHealth Group […]","og_url":"https:\/\/www.inovestor.com\/en-ca\/2025\/03\/stockpointer-us-portfolio-transaction-february-2025\/","og_site_name":"Inovestor","article_publisher":"https:\/\/www.facebook.com\/Inovestor\/","article_published_time":"2025-03-01T00:00:45+00:00","author":"Anthony Menard","twitter_card":"summary_large_image","twitter_creator":"@Inovestor_","twitter_site":"@Inovestor_","twitter_misc":{"Written by":"Anthony Menard","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.inovestor.com\/en-ca\/2025\/03\/stockpointer-us-portfolio-transaction-february-2025\/#article","isPartOf":{"@id":"https:\/\/www.inovestor.com\/en-ca\/2025\/03\/stockpointer-us-portfolio-transaction-february-2025\/"},"author":{"name":"Anthony Menard","@id":"https:\/\/www.inovestor.com\/en-ca\/#\/schema\/person\/a47ac16db946331b2be8a8f78c89331d"},"headline":"Stockpointer\u00ae US portfolio Transaction \u2013 February 2025","datePublished":"2025-03-01T00:00:45+00:00","mainEntityOfPage":{"@id":"https:\/\/www.inovestor.com\/en-ca\/2025\/03\/stockpointer-us-portfolio-transaction-february-2025\/"},"wordCount":169,"commentCount":0,"publisher":{"@id":"https:\/\/www.inovestor.com\/en-ca\/#organization"},"keywords":["US"],"articleSection":["Model Portfolio"],"inLanguage":"en-CA","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/www.inovestor.com\/en-ca\/2025\/03\/stockpointer-us-portfolio-transaction-february-2025\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/www.inovestor.com\/en-ca\/2025\/03\/stockpointer-us-portfolio-transaction-february-2025\/","url":"https:\/\/www.inovestor.com\/en-ca\/2025\/03\/stockpointer-us-portfolio-transaction-february-2025\/","name":"Stockpointer\u00ae US portfolio Transaction \u2013 February 2025 - Inovestor","isPartOf":{"@id":"https:\/\/www.inovestor.com\/en-ca\/#website"},"datePublished":"2025-03-01T00:00:45+00:00","breadcrumb":{"@id":"https:\/\/www.inovestor.com\/en-ca\/2025\/03\/stockpointer-us-portfolio-transaction-february-2025\/#breadcrumb"},"inLanguage":"en-CA","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.inovestor.com\/en-ca\/2025\/03\/stockpointer-us-portfolio-transaction-february-2025\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.inovestor.com\/en-ca\/2025\/03\/stockpointer-us-portfolio-transaction-february-2025\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.inovestor.com\/en-ca\/"},{"@type":"ListItem","position":2,"name":"Stockpointer\u00ae US portfolio Transaction \u2013 February 2025"}]},{"@type":"WebSite","@id":"https:\/\/www.inovestor.com\/en-ca\/#website","url":"https:\/\/www.inovestor.com\/en-ca\/","name":"Inovestor","description":"Make investment decisions that matter most","publisher":{"@id":"https:\/\/www.inovestor.com\/en-ca\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.inovestor.com\/en-ca\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-CA"},{"@type":"Organization","@id":"https:\/\/www.inovestor.com\/en-ca\/#organization","name":"Inovestor","url":"https:\/\/www.inovestor.com\/en-ca\/","logo":{"@type":"ImageObject","inLanguage":"en-CA","@id":"https:\/\/www.inovestor.com\/en-ca\/#\/schema\/logo\/image\/","url":"https:\/\/www.inovestor.com\/wp-content\/uploads\/2022\/04\/Inovestor-logo-high-res.png","contentUrl":"https:\/\/www.inovestor.com\/wp-content\/uploads\/2022\/04\/Inovestor-logo-high-res.png","width":1581,"height":422,"caption":"Inovestor"},"image":{"@id":"https:\/\/www.inovestor.com\/en-ca\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/Inovestor\/","https:\/\/x.com\/Inovestor_","https:\/\/www.linkedin.com\/company\/inovestor"]},{"@type":"Person","@id":"https:\/\/www.inovestor.com\/en-ca\/#\/schema\/person\/a47ac16db946331b2be8a8f78c89331d","name":"Anthony Menard","image":{"@type":"ImageObject","inLanguage":"en-CA","@id":"https:\/\/www.inovestor.com\/en-ca\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/a7ecddb37c5e2996c7e909f93b2f06d1fa4aa5c9b529235fb3916c7a825a2f7f?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/a7ecddb37c5e2996c7e909f93b2f06d1fa4aa5c9b529235fb3916c7a825a2f7f?s=96&d=mm&r=g","caption":"Anthony Menard"},"url":"https:\/\/www.inovestor.com\/en-ca\/author\/amenardinovestor-com\/"}]}},"_links":{"self":[{"href":"https:\/\/www.inovestor.com\/en-ca\/wp-json\/wp\/v2\/posts\/52919","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inovestor.com\/en-ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inovestor.com\/en-ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inovestor.com\/en-ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inovestor.com\/en-ca\/wp-json\/wp\/v2\/comments?post=52919"}],"version-history":[{"count":2,"href":"https:\/\/www.inovestor.com\/en-ca\/wp-json\/wp\/v2\/posts\/52919\/revisions"}],"predecessor-version":[{"id":52922,"href":"https:\/\/www.inovestor.com\/en-ca\/wp-json\/wp\/v2\/posts\/52919\/revisions\/52922"}],"wp:attachment":[{"href":"https:\/\/www.inovestor.com\/en-ca\/wp-json\/wp\/v2\/media?parent=52919"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inovestor.com\/en-ca\/wp-json\/wp\/v2\/categories?post=52919"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inovestor.com\/en-ca\/wp-json\/wp\/v2\/tags?post=52919"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}