Last week the portfolio saw an increase in equity (+0.42%) while being hedged for a good part of it. ISRG is going to be sold due to it’s very good run recently. The TAA model is turning from being most bearish into a slightly less bearish setup by adding IYR (real estates) to the portfolio.
Portfolio Profile
- Cash 2%
- Commodities 0%
- Real Estates 14%
- Stocks (long) 60%
- Stocks (short) 0%
- Treasuries 24%
About Portfolio Trader
Read more about Portfolio Trader here (link). Past trades can be found here (link). This page will be updated as trades have been closed.
Disclaimer
These are the trades I’m going to take for the coming week. In case you consider mirroring my trades make sure you do your own homework upfront in order to match your personal risk profile (no individual investment advice). Performance data quoted represents past performance. Past performance is no guarantee of how the portfolio is going to perform in the future.
