Mid-October Rotation


Market Signal: Green

There were 8 trades in this week, 4 sells and 4 buys. The share of the industrial sector in the portfolio increased.

Disclaimer

This week’s ranking / Preview.

  • Sold

    • MAS
    • PYPL
    • PDCO
    • HZO (no longer in top 20%)
  • Bought:

    • DY (Dycom Industries (S&P 400))
    • BLD (Topbuild Corp (S&P 400))
    • PWR (Quanta Services (S&P 500))
    • ROCK (Gibraltar Industries, Inc (Barrons 400))

Current portfolio (finviz):

Symbol Name Index Sector MC Dist to 52w High pct
AAPL Apple Inc. S&P 500 Technology 2.09T -9.8% 4.4%
IDXX IDEXX Laboratories, Inc. S&P 500 Healthcare 35.81B -1.3% 4.1%
UPS United Parcel Service, Inc. S&P 500 Industrials 152.28B -0.3% 3.9%
DE Deere & Company S&P 500 Industrials 74.02B -0.5% 3.6%
PWR Quanta Services, Inc. S&P 500 Industrials 8.43B -0.6% 3.6%
WHR Whirlpool Corporation S&P 500 Consumer Cyclical 12.54B -2.1% 3.5%
ROCK Gibraltar Industries, Inc. Barrons 400 Basic Materials 2.31B -1.3% 3.5%
APAM Artisan Partners Asset Management Inc. Barrons 400 Financial Services 3.59B -1.2% 3.5%
DAR Darling Ingredients Inc. S&P 400 Consumer Defensive 6.96B -0.5% 3.3%
FDX FedEx Corporation S&P 500 Industrials 72.08B -0.6% 3.3%
WST West Pharmaceutical Services, Inc. S&P 500 Healthcare 22.14B -0.5% 3.3%
CARR Carrier Global Corporation S&P 500 Industrials 28.25B -1.4% 3.1%
VEEV Veeva Systems Inc. Barrons 400 Technology 46.57B -1.5% 3.0%
FCX Freeport-McMoRan Inc. S&P 500 Basic Materials 24.52B -3.9% 3.0%
HBI Hanesbrands Inc. S&P 500 Consumer Cyclical 5.97B -0.5% 2.9%
IBP Installed Building Products, Inc. Barrons 400 Industrials 3.46B -1.8% 2.9%
GNRC Generac Holdings Inc. S&P 400 Industrials 12.62B -4.6% 2.9%
FSLR First Solar, Inc. S&P 400 Technology 8.79B -6.1% 2.9%
CMG Chipotle Mexican Grill, Inc. S&P 500 Consumer Cyclical 37.05B -7.6% 2.8%
BLD TopBuild Corp. S&P 400 Industrials 6.23B -0.4% 2.7%
DHI D.R. Horton, Inc. S&P 500 Consumer Cyclical 28.55B -0.8% 2.7%
MTH Meritage Homes Corporation Barrons 400 Consumer Cyclical 4.28B -1.8% 2.7%
PFSI PennyMac Financial Services, Inc. Barrons 400 Financial Services 4.77B -1.7% 2.5%
LPX Louisiana-Pacific Corporation S&P 400 Basic Materials 3.52B -7.3% 2.5%
TOL Toll Brothers, Inc. S&P 400 Consumer Cyclical 6.26B -1.2% 2.5%
YETI YETI Holdings, Inc. Barrons 400 Consumer Cyclical 4.55B -9.3% 2.4%
DY Dycom Industries, Inc. S&P 400 Industrials 2.11B -3.2% 2.3%
SEDG SolarEdge Technologies, Inc. S&P 400 Technology 15.07B -5.1% 2.3%
MED Medifast, Inc. Barrons 400 Consumer Cyclical 1.91B -11.7% 2.3%
ETSY Etsy, Inc. S&P 500 Consumer Cyclical 19.48B -4.8% 2.1%
GRBK Green Brick Partners, Inc. Barrons 400 Consumer Cyclical 941.8M -5.9% 2.0%
MOS The Mosaic Company S&P 500 Basic Materials 7.31B -14.0% 2.0%
NVDA NVIDIA Corporation S&P 500 Technology 351.37B -3.4% 1.9%
LGIH LGI Homes, Inc. Barrons 400 Consumer Cyclical 3.21B -3.1% 1.8%
HIBB Hibbett Sports, Inc. Barrons 400 Consumer Cyclical 895.34M -3.5% 1.8%
cash Cash Cash Cash 0.0% 0.1%


Portfolio distribution:

pie title Sector Distribution "Consumer Cyclical":29.43 "Industrials":28.38 "Technology":14.45 "Basic Materials":11.0 "Healthcare":7.46 "Financial Services":5.94 "Consumer Defensive":3.29 "Cash":0.06


pie title Index Distribution "S&P 500":50.35 "Barrons 400":28.21 "S&P 400":21.37 "Cash":0.06

CW42  2020