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Global Opportunities

Mar 23rd, 2011 by A.I. Research

Overview

The portfolio seeks long-term capital appreciation while reducing overall risk through diversification across asset classes. The portfolio is global in nature. This portfolio is intended for investors with a moderate to moderately aggressive risk profile.

Composition

Holdings

 

As of 3/23

Allocation

 

 Sector Breakdown

  Sector Model S&P 500
Consumer Staples 3.13% 6.90%
Consumer Discretionary 0.00% 4.65%
Retail/Wholesale 0.00% 8.91%
Medical 3.13% 10.08%
Auto/Tires/Trucks 3.13% 0.79%
Basic Materials 21.88% 2.50%
Industrial Products 9.38% 2.25%
Construction 0.00% 0.43%
Conglomerates 3.13% 3.82%
Computer/Technology 25.00% 21.45%
Aerospace 0.00% 1.55%
Oils/Energy 9.38% 11.53%
Finance 12.50% 13.96%
Utilities 3.13% 3.36%
Transportation 0.00% 1.97%
Business Services 3.13% 0.25%
Unclassified 3.13% 5.60%  
         

Returns v.s. S&P 500

 

 

Updates

1/20/11 - Update

12/16 - Update

12/8 - Update

12/3 - Update

11/24 - Update

11/15 - Update

10/26 - Update

6/25 - Update

6/15 - Update

4/27 - Update

3/26 - Update

3/17 - Update

1/27 - Update

11/12 - Update

Disclaimer

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12 Comments on “Global Opportunities”

  1. On March 26th, 2010 at 5:26 pm
    Update - Global Opportunities - 3/26 | Alhambra Investments said:

    [...] Global Opportunities model portfolio has recently been updated. Changes to the model are: [...]

  2. On April 27th, 2010 at 6:39 pm
    Update - Global Opportunities - 4/27 | Alhambra Investments said:

    [...] Archives « Global Opportunities [...]

  3. On June 15th, 2010 at 8:43 pm
    Update - Global Opportunities - 6/15 | Alhambra Investments said:

    [...] Global Opportunities model portfolio has recently been updated. Changes to the model include as follows: Buy Amgen [...]

  4. On June 28th, 2010 at 5:48 pm
    Update - Global Opportunities - 6/25 | Alhambra Investments said:

    [...] Global Opportunities model portfolio has recently been updated. Changes to the model include as follows: Buy Boardwalk [...]

  5. On October 26th, 2010 at 7:10 pm
    Update - Global Opportunities - 10/26 | Alhambra Investments said:

    [...] Global Opportunities model portfolio has recently been updated. Changes to the model include as follows: Sell Credit [...]

  6. On November 17th, 2010 at 9:34 pm
    Update - Global Opportunities - 11/15 | Alhambra Investments said:

    [...] Archives « Global Opportunities [...]

  7. On November 27th, 2010 at 8:04 pm
    Update - Global Opportunities - 11/24 | Alhambra Investments said:

    [...] Global Opportunities model portfolio has recently been updated. Changes to the model include as follows: Buy Western [...]

  8. On December 5th, 2010 at 8:49 pm
    Update - Global Opportunities - 12/3 | Alhambra Investments said:

    [...] Global Opportunities model portfolio has recently been updated. Changes to the model include as follows: [...]

  9. On December 8th, 2010 at 7:46 pm
    Update - Global Opportunities - 12/8 | Alhambra Investments said:

    [...] Global Opportunities model portfolio has recently been updated. Changes to the model include as follows: [...]

  10. On December 16th, 2010 at 6:56 pm
    Update - Global Opportunities - 12/16 | Alhambra Investments said:

    [...] Global Opportunities model portfolio has recently been updated. Changes to the model include as follows: [...]

  11. On January 18th, 2011 at 8:21 pm
    Returns - Global Opportunities | Alhambra Investments said:

    [...] Global Opportunities [...]

  12. On January 26th, 2011 at 7:06 pm
    Update - Global Opportunities - 1/20/11 | Alhambra Investments said:

    [...] Archives « Global Opportunities [...]