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: 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...]
Portfolio Trade: Eliminating Oil Futures Position
This morning I eliminated my oil futures position that I initially established in May. … [Read more...]
Portfolio Trade: Increasing MLPs, Reducing Equity Exposure
This morning I reduced my U.S. and emerging markets stocks exposure and invested the proceeds in Master Limited Partnerships (MLPs). … [Read more...]
Portfolio Trade: Increasing Oil Futures Exposure
Today I entered into a trade and bought (went long) the December 2015 Crude Oil e-mini futures contracts at $53.65. This adds to the oil futures position I established in May. … [Read more...]
Portfolio Change: Increasing MLP Exposure
I increased my exposure to master limited partnerships today by adding to my position in the Kayne Anderson MLP Fund (KYN). … [Read more...]
Portfolio Change: Adding Oil Futures Exposures
Today I entered into a trade and bought (went long) oil futures. … [Read more...]
