Coming Wednesday–Rebalancing (finally) for the long-term 50 Stocks Portfolio
With my thoughts on why rebalancing has been so difficult in the market of the last 12 months. To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one...
To rebalance my Volatility Portfolio I’m selling my Nektar May 18 call options
I'm not complaining, mind you. As of Friday February 23, the Nektar Therapeutics May 18, 2018 call options with a strike of $26 (NKTR180518C00026000) in my Volatility Portfolio were up 2546% from my November 1, 2017 buy at $2.40 to $63.50. But I don't want to have...
Dividend Portfolio total 2017 return 6.48%; 2 buys and 2 sells in 2018 rebalancing
2017 was a tough year for benchmarking my Dividend Portfolio. For the year the total price appreciation on the stocks in the portfolio was 3.4% The 21.64% return on the Standard & Poor’s 500 crushed that. The dividend yield on the portfolio for the year came to 3.11%. Which beat the 2.8% total return from holding 10-year Treasury bonds for 2017. The total return on my Dividend Portfolio for 2017 was 6.48%.
Are we witnessing a market melt up?
I find that I can’t move on to rebalancing individual portfolios until I’ve dealt with two more big potential problems for investors in 2018. Today’s topic: The possibility that we’re in the midst of a market melt up. What’s a melt up?
Time to clear away the brush in my long-term 50 Stocks portfolio–selling four stocks out of this portfolio ahead of January rebalancing
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...
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.
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