TODAY'S PORTFOLIO REVIEW:
LEADERS Model: The LEADERS model currently holds positions in the Technology, Financial, and Industrial sectors. As for performance, we continue to be pleased as the LEADERS model is up +15.6% ytd compared to 12.0% for S&P 500.
P.S. With the Fed finally embarking on QT, we would use any weakness in financials to add to positions.
CORE EXPOSURE Model:
Today's CORE model's exposure is more in line with the current target at 90% vs. 80%. As we've been saying, we believe our strategy to "do less" and stay in tune with the overall market trend continues to be appropriate.
TRADING Model: We currently hold trades in the India Small Caps, Eurozone, a dividend-payer ETF, and the emerging markets.
How To Use the DDTS Models: We trade the 3 models independently to allow for the models to be used on a standalone basis. If we were forced to utilize just one model, we would select the LEADERS for growth orientation, the CORE for a more conservative, risk managed approach, and the TRADING model for an opportunistic "value-add" trading approach.
| Daily Decision Trading Service
Current Portfolio Summary | ||||||
| The LEADERS Model | ||||||
Position | Target Exposure | ETF Symbol | % of Model | Date Purchased | Purchase Price | Current Rating |
| Technology Select Sector SPDR | 33.4% | XLK | 33.4% | 12.1.16 | $46.64 | Buy |
| Financial Select Sector SPDR | 33.3% | XLF | 33.3% | 8.14.17 | $25.07 | Buy |
| Industrial Select Sector SPDR | 33.3% | XLI | 33.3% | 8.14.17 | $68.58 | Buy |
| The CORE EXPOSURE Model | ||||||
Position | Target Exposure | ETF Symbol | % of Model | Date Purchased | Purchase Price | Current Rating |
| ProShares UltraPro S&P (3X) | 90% | UPRO | 30.00% | Various | $98.78 | Buy |
| The TRADING Model | ||||||
Position | Target Exposure | ETF Symbol | % of Model | Date Purchased | Purchase Price | Current Rating |
| iShares Eurozone ETF | 20% | EZU | 20% | 5.11.17 | $40.25 | Buy |
| First Trust Value Line Dividend Fund | 20% | FVD | 20% | 5.11.17 | $28.88 ... | |
