Portfolio Trade: Adding To Gold Exposure
Portfolio Trade: Increasing Emerging Markets Stocks
Portfolio Trade: Sold A Convertible Bond Holding To Raise Cash
Portfolio Trade: Eliminating Two ETFs To Raise Cash For Short-term Transaction
Today I sold my positions in the iShares MSCI Sweden ETF (EWD) and the iShares MSCI Small Cap ETF (ECNS). These sales were not due to a negative outlook on equity in general or in either country specifically. Rather, we are raising some cash in order to fund the purchase of a home for a family member who is relocating. Essentially, we will own the home temporarily until the family member sells her existing home. The ETFs were part of an experiment early last year to invest in country … [Read more...]
Portfolio Trade: Adding Smart Beta, Bank Loans and MLPs
Portfolio Trade: Reducing U.S. Equity and Sector Holdings
Today, I eliminated the two equity sector funds in my portfolio, the iShares U.S. Healthcare Provider ETF (IHF) and the First Trust NASDAQ Global Auto ETF (CARZ). I also reduced my exposure in the iShares Core U.S. Growth ETF (IUSG). In total, these trades reduced my stock exposure by approximately 2% point relative to my overall net worth. In the recent mid month strategy update, I mentioned the Market flash PMI data would be released today, giving some indication if global economic … [Read more...]
Portfolio Trade: Adding REIT exposure
Today I added real estate investment trusts to my portfolio. … [Read more...]
Portfolio Trade: Increasing Closed End Fund Exposure and Equity
Today I added exposure in several areas that were hit hard in the market sell-off that occurred over the past few months. … [Read more...]
Portfolio Trade: Further Reducing Stock Exposure In Response To Deteriorating Market Internals
Today I reduced my equity exposure in my investment portfolio. This continues a process of reducing risk and upgrading the quality of my portfolio as market conditions have deteriorated over the past few months. … [Read more...]
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