Rebalancing portfolios In January 2018 looks like a smart response to the momentum and concentration of winners in 2017
You don’t have to do anything now–but come January 2018, if 2017 finishes the way I outlined in my last post on this momentum market and end of the year selling/window dressing I think rebalancing a portfolio will be a very smart way to begin 2018. Rebalancing–selling winning positions and adding to losing positions until all the holdings in a portfolio are equally weighted–will automatically take profits in the biggest winners of 2017 and redistribute some of that cash into stocks that have been sold down in 2017 but that look set to rebound in 2018.
Earnings day of truth for General Electric tomorrow
There's little doubt that tomorrow's third quarter earnings report from General Electric--due before the market opens--will be one of those kitchen sink quarters. New CEO John Flannery is sure to want to mark his accession to the corner office two and a half months...
Kinder Morgan affirms 2018 dividend hike
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Qualcomm’s earnings show cash flow under siege; selling out of Dividend Portfolio
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Good news on two fronts from dividend pick Kinder Morgan
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New tax proposal knocks back shares of Australian banks including my Dividend Portfolio pick Westpac Banking
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Picks for the Permian Boom Part 2–Among shovel-makers my choice is Helmerich & Payne
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Buying ING in my Dividend Portfolio tomorrow
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Selling ExxonMobil out of long-term 50 Stocks portfolio; keeping shares in Dividend Income portfolio
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