Update - Global Opportunities - 6/15

Jun 15th, 2010 by A.I. Research

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 Position

Sell Morgan Stanley [[MS]]

     Entire Position

Sell Transocean [[RIG]]

     Entire Position

Sell Cash

      Reduce from 3.12% to 2.12%

 

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.

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One Comment on “Update - Global Opportunities - 6/15”


  1. Global Opportunities | Alhambra Investments said:

    [...] 6/15 - Update [...]