Update - Global Opportunities - 1/27
Feb 1st, 2010
The Global Opportunities model portfolio has recently been updated. Changes to the model are:
Buy Amgen Inc. AMGN
Raise from 0.0% to 2.50%
Buy Lennar Corp. LEN
Raise from 0.0% to 2.50%
Sell Caterpillar Inc. CAT
Reduce from 1.96.0% to 0.0%
Sell Southern Copper Corp. PCU
Entire Position
For the complete list of holdings, or for the breakdown of the model portfolio’s asset allocation, as well as its track record, please refer to the Global Opportunities model page.
Global Opportunities | Alhambra Investments said:
[...] 2/1 - Update [...]