Ranking for CW13 / 2020 / Preview.
Sorry I missed a few updates in the last weeks. Here’s a short summary:
On 3 March, when the ranking was updated, the S&P 500 was barely above its MA200, so new positions were opened. In addition, some positions were changed according to the rebalancing. In the following two weeks the “phasing out” began, as more and more stocks were clearly below their MA100 or had gaps in excess of 15% and had to be sold. This week, the portfolio was reduced to one remaining stock (NEM), as DVA and LLY also had to be sold (both below their MA100).
- Sold (below 100 day MA):
- DVA (DaVita Inc. (S&P 500))
- LLY (Eli Lilly and Company (S&P 500))
I also updated the US universe (Barron’s 400 was updated in March) and the performance for February.
| Symbol | Name | Index | Sector | MC | Dist to 52w High | stake |
|---|---|---|---|---|---|---|
| cash | Cash | Cash | Cash | – | 0 | 0.963 |
| NEM | Newmont Corporation | S&P 500 | Basic Materials | 37.14B | -0.123 | 0.037 |
Sector distribution:
| Sector | pct |
|---|---|
| Cash | 0.963425 |
| Basic Materials | 0.0365747 |
Index distribution:
| Index | pct |
|---|---|
| Cash | 0.963425 |
| S&P 500 | 0.0365747 |
See you next week and stay safe