Due to less favorable valuations and weakening trend data, I eliminated my stock exposure in Finland. … [Read more...]
Portfolio Change: Reallocating Proceeds and Profits from China
Two weeks ago I reduced my exposure to China equities. Today I reinvested a portion of those proceeds. … [Read more...]
Portfolio Change: Taking Profits In China
Today, I took profits in a portion of my China equity holdings. … [Read more...]
Portfolio Change: Increasing Equity Exposure
This week I increased my stock exposure as evidence continues to mount that the world is in the early to mid stages of a secular bull market. … [Read more...]
Portfolio Change: Increasing Exposure To India, Thailand and Turkey
Today I adjusted my exposure to country-specific ETFs by making the following changes: … [Read more...]
Swapping Out Some MLPs for Plain Vanilla U.S. Equities
Last month, I shared an audio lesson on Master Limited Partnerships (MLPs) and I have discussed my exposure in several Plus episodes. … [Read more...]
Stock Exposure Adjustment In My Portfolio
Earlier this month I described the portfolio changes I made in October to take advantage of positive seasonality and the fact that U.S. stocks had hit an extreme and reversed. If the Hub had been live at the time I made the trades I would have detailed them then. Today, I adjusted my equity exposure as follows: … [Read more...]
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