So, here are my portfolio moves starting tomorrow. Note: I have a nice pension that is about to kick in, so I have no real interest in fixed income; all set there.
Cash 1%
Large Caps 24.6%
- Take-Two Interactive Software ($TTWO) Growth
- Regeneron Pharmaceuticals ($REGN) Growth
- Cisco Systems ($CSCO) Income
- Hormel Foods ($HRL) Income
- Block ($SQ) Speculative
Mid Caps 20.4%
- Louisiana-Pacific ($LPX) Growth
- Quidel Corp ($QDEL) Growth
- Sanderson Farms ($SAFM) Growth
- Landstar System ($LSTR) Income
- M.D.C. Holdings ($MDC) Income
Small Caps 16.2%
- Medifast ($MED) Growth and Income
- iRobot ($IRBT) Growth
- Mantech International ($MANT) Income
- Ocean Bio-Chem ($OBCI) Speculative
EAFE Markets 11.6%
- Solaredge Technologies ($SEDG) Because I am having a hard time letting this one go.
- Borussia Dortmund GmbH & Co KGaA ($BORUF) Because they are my favorite team, and I like telling people that I am part owner of a professional soccer team.
Emerging Markets 7.7%
- Simcorp A/S ($SIM) Growth
- Deswell Industries ($DSWL) Income
Commodities 5.1%
- Kirkland Lake Gold ($KL)
Hedging Strategies 13.3%
- Global X NASDAQ 100 Covered Call ($QYLD)
- Global X Russell 2000 Covered Call ($RYLD)
- Global X S&P 500 Covered Call ($XYLD)
- Eaton Vance Tax-Managed Global Buy/Write ($ETW)
Where appropriate, I will sell write calls to help defer my costs. If I do, I will share how I did that.
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