Archive for 'Portfolio Updates' Category

Update - World Allocation - 8/17

Aug 17th, 2010 by A.I. Research | 0

The World Allocation model portfolio has recently been updated. Changes to the model are:
Buy Dow Jones Wilshire International Real Estate Index RWX
     Raise from 5.0% to 6.0%
Buy MSCI EAFE Small Cap Index SCZ
      Raise from 6.0% to 7.0%
Sell Cash
       Reduce from 3.0% to 1.0%

 
For the complete list of holdings, or for the breakdown of the model portfolio’s asset allocation, [...]

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Update - Global Opportunities - 6/25

Jun 28th, 2010 by A.I. Research | 1

The Global Opportunities model portfolio has recently been updated. Changes to the model include as follows:
Buy Boardwalk Pipeline Partners BWP
     Raise from 0.0% to 3.0%  
Buy Enersis ENI
     Raise from 0.0% to 4.0% 
Buy Lexington Corp. LXP
     Raise from 0.0% to 3.0% 
Sell St. Joe Corp. JOE
     Entire Position
Sell Intel Corp. INTC
     Entire Position
Sell Potash Corp. POT
     Entire Position
Sell Cash
      Reduce from 2.12% to 2.08%
 
For the complete [...]

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Update - Global Opportunities - 6/15

Jun 15th, 2010 by A.I. Research | 1

The Global Opportunities model portfolio has recently been updated. Changes to the model include as follows:
Buy Amgen [[AMGN]]
     Raise from 2.5% to 4.0%  
Buy Amerisourcebergen ABC
     Raise from 0.0% to 3.0% 
Buy AK Steel AKS
     Raise from 0.0% to 4.0% 
Buy BJs Wholesale Club BJ
     Raise from 0.0% to 3.0% 
Buy Yum Brands [[YUM]] 
     Raise from 0.0% to 3.0% 
Buy Kimberly Clark KMB
     Raise from 0.0% to 3.0%
Sell Lennar [[LEN]]
     Entire [...]

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