Trade Alert – Energy Model
We rebalanced our holdings in the Energy Model to model weights. The primary purpose of this action is to take gains in many of the stocks in the model that have been trading well, while adding to underperformers. Some sort of resolution to the Iranian oil supply problems will likely cause outperforming energy stocks to underperform and vice versa.
To view the transactions, click the Energy Model portfolio, then the Transactions tab.
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Michael Lebowitz, CFA is an Investment Analyst and Portfolio Manager for RIA Advisors. specializing in macroeconomic research, valuations, asset allocation, and risk management. RIA Contributing Editor and Research Director. CFA is an Investment Analyst and Portfolio Manager; Co-founder of 720 Global Research.
Follow Michael on Twitter or go to 720global.com for more research and analysis.
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