{"id":46859,"date":"2018-12-14T22:54:37","date_gmt":"2018-12-14T22:54:37","guid":{"rendered":"https:\/\/www.inovestor.com\/2018\/12\/stockpointer-us-and-adr-equities-model-portfolio-transactions-december-2018-2\/"},"modified":"2018-12-14T22:54:37","modified_gmt":"2018-12-14T22:54:37","slug":"stockpointer-us-and-adr-equities-model-portfolio-transactions-december-2018-2","status":"publish","type":"post","link":"https:\/\/www.inovestor.com\/en-us\/2018\/12\/stockpointer-us-and-adr-equities-model-portfolio-transactions-december-2018-2\/","title":{"rendered":"StockPointer\u00ae US and ADR Equities Model Portfolio Transactions – December 2018"},"content":{"rendered":"

We have rebalanced the Nasdaq Inovestor Global Index based on our US and ADR Model Portfolios, which will be effective on December\u00a021st\u00a0after market close. Here are the details for the US Model Portfolio:<\/p>\n

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

    \n
  1. Six Flags Entertainment Corporation (SIX)<\/strong> –\u00a0Market Trend. Increase in Consumer Discretionary\u00a0sector as seen in the Top 100 index therefore increasing our position in the portfolio.<\/li>\n
  2. Blackstone Group L.P. (BX) <\/strong>– Market Trend. Increase in Finance\u00a0sector as seen in the Top 100 index therefore increasing our position in the portfolio.<\/li>\n
  3. Skyworks Solutions, Inc. (SWKS)<\/strong> –\u00a0 Intra Sectorial transaction. WDS fell sharply in performance and is replaced by Skyworks Solution.<\/li>\n
  4. Penske Automotive Group, Inc.\u00a0(PAG)<\/strong> \u2013 Intra Sectorial transaction. Penske replacing CBRL as CBRL in no longer within SP score range and not in the top 20 of its sector.<\/li>\n<\/ol>\n

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

      \n
    1. Eastman Chemical Company (EMN)<\/strong> –\u00a0Market Trend. Decrease in Materials sector as seen in the Top 100 index therefore decreasing our position in the portfolio.<\/li>\n
    2. Clorox Company (CLX)<\/strong> –\u00a0Market Trend. Decrease in Materials sector as seen in the Top 100 index therefore decreasing our position in the portfolio.<\/li>\n
    3. Western Digital Corporation (WDC)<\/strong> –\u00a0 SP Score. The company’s score fell sharply well below minimum level.<\/li>\n
    4. Cracker Barrel Old Country Store, Inc.(CBRL) <\/strong>\u2013 SP Score. The company’s performance was stable, however many companies rose to better performance during the same period.<\/li>\n<\/ol>\n

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

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

        \n
      1. Nielsen Holdings PLC\u00a0(NLSN)<\/strong> –\u00a0Market Trend. Increase in Consumer Discretionary sector as seen in the Top 100 index therefore increasing our position in the portfolio. There are talks to take the company private.<\/li>\n
      2. Lazard Ltd Class A (LAZ)<\/strong> –\u00a0Market Trend. Increase in Finance\u00a0sector as seen in the Top 100 index therefore increasing our position in the portfolio.<\/li>\n
      3. BBVA Banco Frances SA Sponsored ADR\u00a0(BFR)<\/strong> \u2013 Market Trend. Increase in Finance\u00a0sector as seen in the Top 100 index therefore increasing our position in the portfolio.<\/li>\n<\/ol>\n

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

          \n
        1. Ternium S.A. Sponsored ADR (TX)<\/strong>\u00a0\u2013 Market Trend. Decrease in the Materials sector as seen in the Top 100 index.<\/li>\n
        2. Industrias Bachoco SAB de CV Sponsored ADR Class B (IBA)<\/strong>\u00a0\u2013 Market Trend. Decrease in Consumer Staples\u00a0sector as seen in the Top 100 index.<\/li>\n
        3. Allergan PLC (AGN) \u2013 <\/strong>Market Trend. Decrease in Healthcare sector as seen in the Top 100 index.<\/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 December\u00a021st\u00a0after market close. Here are the details for the US Model Portfolio: Ins: Six Flags Entertainment Corporation (SIX) –\u00a0Market Trend. Increase in Consumer Discretionary\u00a0sector as seen in the Top 100 index therefore increasing our […]<\/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":[630],"tags":[730,778,777],"class_list":["post-46859","post","type-post","status-publish","format-standard","hentry","category-modelportfolio-en-us","tag-adr-en-us","tag-global-en-us","tag-international-en-us"],"acf":[],"yoast_head":"\nStockPointer\u00ae US and ADR Equities Model Portfolio Transactions - December 2018 - 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-us\/2018\/12\/stockpointer-us-and-adr-equities-model-portfolio-transactions-december-2018-2\/\" \/>\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 - December 2018\" \/>\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 December\u00a021st\u00a0after market close. 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