CURRENT ALLOCATIONS

Important note: Strategic Equity Management is an active money manager and the following allocations could change at any time based on market conditions. This is not a recommendation for any individual portfolio.​

+ Bond Total EXCLUDES positions in short-term government or agency bonds, which tend to have lower volatility and may be used in lieu of money market positions.

^Alternative investments include things like Preferred Stocks, Inverse Treasury Bonds, Rising or Falling Dollar funds, Precious Metals, Commodities, Real Estate, etc.

~SEM at times uses "leveraged" funds that provide increased exposure to the given index. The totals above include the exposure the additional leverage provides.

The following is a summary of some of the signals that comprise SEM's investment programs.  This is not a recommendation for any individual portfolio.  Positions may change at any time without updates to this site.​

Current Signals (last trade in bold):
Income Allocator (INA):

High Yield Bond Trend - 50% BUY 3/31/17

Emerging Market Trend - BUY 1/18/17

CORE Holdings:

Cons. Allocation - 10/29/15, 12/15/15

Floating Rate Income - 5/26/16, 11/1/16, 11/23/16

High Yield Bonds - 4/26/16, 5/26/16, 8/5/16, 9/22/16

Multi-Sector Bonds - 9/29/14

Pref. Securities - 8/15/14, 4/20/16

 

Tactical Bond:

High Yield Bond Trend -  40% BUY 3/31/17

Floating Rate Income (Low Duration Money Market Alternative) - 11/23/16

Leveraged Government Bond (hedge of high yield holdings) - sold 6/29/16

Tax Advanatged Bond (TAB):

High Yield Bond Trend - Buy 11/25/15, SOLD 10/7/16, BUY 1/11/17

High Yield Bond Core Rotation - Buys on 8/5/15, 12/3/15; SOLD 67% on 10/4/16, final 33% SOLD 10/28/16

Dynamic Income Allocation (DIA):

Interest Rate / Economic Signal = Neutral since 3/1/16

Absolute Return (ARA):

High Yield Bond Trend - 50% BUY 3/31/17

Emerging Market Trend - BUY 1/18/17

Volatility System - - SOLD 3/31/17

CORE Holdings:

Dividend Growth - 11/5/15

Floating Rate Income - 11/12/13

High Yield Bonds - 7/11/16, 8/5/16

Real Estate Securities - 11/5/15

 
Dynamic Asset Allocator (DAA):

Economic Signal = Bearish since 6/1/17, Emerging Markets = Bullish 5/1/17, US = Bearish Signal 6/1/16

Dynamic Balanced Allocation (DBA):

*DBA is a 50/50 mixture of DIA & DAG; refer to those trade signals for trade dates.

Enhanced Portfolio Allocator (EPA):

Economic Outlook System - BUY 3/17/17

High Yield Bond Trend - 50% BUY 3/31/17

Emerging Market Trend - BUY 1/18/17

Price Divergence System - BULLISH 3/6/17

CORE Holdings:

Conservative Allocation - 3/20/12, 11/3/15

Dividend Growth - 11/5/15

Emerging Markets - 1/26/17

High Yield Bonds - 7/11/16, 8/5/16, 9/22/16

Large Cap Growth - bought 6/26/16, sold 8/9/16

Sector Rotation - Technology & Large Cap Growth (3/21/17)

Enhanced Growth Allocator (EGA):

Economic Outlook System - BUY 3/17/17

Market Composite Directional System - NEUTRAL 3/17/17

Price Divergence System - BULLISH 3/6/17

Volatility System - BUY 5/17/17, SELL 5/22/17

CORE Holdings:

Moderate Allocation - 3/20/12

Dividend Growth - 11/5/15

Large Cap Growth - 3/3/17

Sector Rotation - Technology & Large Cap Growth (3/21/17)

 
Dynamic Aggressive Growth (DAG):

Economic Signal = Bearish since 6/1/17, Emerging Markets = Bullish 5/1/17, US = Bearish Signal 6/1/16

This site is for INFORMATIONAL PURPOSES ONLY.  The comments and posts published in the SEM Trader's Blog ARE NOT investment recommendations. They can NEVER be considered as trading calls or advices. If you decide to use the information offered here for your real trading it is at your own risk.  CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute

Investing in the stock or bond markets involves risk and may not be suitable for all investors. Before making any investment decisions you should carefully consider your investment objectives, level of experience and risk appetite. The possibility exists you could sustain a loss of some or all of your initial investment and therefore you should not invest money you cannot afford to lose. You should be aware of all the risks associated with your investments and seek advice from an independent financial advisor if you have any doubts. All investments involve risk including those managed by SEM Wealth Management.

Opinions expressed at www.stratequity.com, www.semwealth.com and semtradersblog.com or the previous Trader's Blog site are those of the individual authors and do not necessarily represent the opinion of SEM Wealth Management or its management. Any opinions, news, research, analysis, prices or other information contained on this website, by SEM, its employees, partners or contributors, is provided as general market commentary and does not constitute investment advice. SEM will not accept liability for any loss or damage, including without limitation to, any loss of profit, which may arise directly or indirectly from use of or reliance on such information.

 

The use of this website constitutes acceptance of our user agreement. Past performance is NOT indicative of future results.

***Anywhere performance of SEM's Investment Models is used, please refer to our Performance Snapshot  which contains details of the performance calculations for each of our investment models.***

 

There is no representation made as to the future results of SEM’s programs or if they will be profitable.

For additional information on the author and SEM Wealth Management, please see our DISCLOSURE DOCUMENT (ADV Part 2).