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You are here: Home / Archives for portfolio change

Portfolio Trade: Reducing U.S. Equity and Sector Holdings

February 22, 2016 by David Stein · Updated June 23, 2020

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...]

Filed Under: Investing, Portfolio Insights Tagged With: portfolio change, portfolio trades

Portfolio Trade: Eliminating Oil Futures Position

August 13, 2015 by David Stein · Updated June 23, 2020

This morning I eliminated my oil futures position that I initially established in May. … [Read more...]

Filed Under: Investing, Portfolio Insights Tagged With: oil, portfolio change, portfolio trades

Portfolio Change: Additional Country Specific ETFs

February 2, 2015 by David Stein · Updated June 23, 2020

As I continue to increase my portfolio diversification, today I added several new country specific ETFs and sold one ETF. … [Read more...]

Filed Under: Investing, Portfolio Insights Tagged With: portfolio change

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