Last week the portfolio saw a decrease in overall portfolio equity (-1.4%) due to severe weakness in major markets (SPY -4.6%). Fortunately TLT protected us somewhat from the overall market weakness. Furthermore some of the stocks (BIIB, ORLY, ALXN) showed resistance and didn’t sink with the overall market. For the coming week two new companies (RIMM & NIGD) are going to be added while two others have to leave (ALXN & ERTS) the portfolio.
Next week’s portfolio profile:
- Gold – 27%
- Treasuries – 22%
- Stocks – 44%
- Cash – 7%
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 investment advice). Performance data quoted represents past performance. Past performance is no guarantee of how the portfolio is going to perform in the future.
– Frank
