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