January 08 / Trade Alert For The Sigma Portfolio (Live)
Execution Date: January 08, 2025 - Market Close
We need to do some cleaning up in our portfolio by sticking to the rules that have kept us out of trouble in all of these years (the Sigma Portfolio is older than suggested on this website). First of all we’ll get rid of some laggards, then decide on additions.
Overall, the vibe is not negative enough to elicit outright selling and exposure reduction on our part. This still looks like a buy-the-dip opportunity. However, it’s not a “bet the ranch” kind of opportunity, but rather a “if the portfolio is below target allocation, buying now makes sense” kind of deal.
As our allocation target for equities is 60%, we are already above target to begin with. Notably, our Enterprise strategy has increased exposure this week, leading to us also looking to increase exposure opportunistically. However, we will do this in a more “constrained” manner, and not take on excess levels of risk.
To sum up, here are the orders for the next market close:
SELL 100% of IESC (Close Position)
SELL 100% of CL (Close Position)
SELL 100% of RF (Close Position)
BUY 5% MA (Initiate a 5% Position)
BUY 5% BK (Initiate a 5% Position)
SELL 2% of GLD (Reduce Position by 2%)
BUY 2% GDX (Increase Position by 2%)
SELL 3% of AMD (Reduce Position by 3%)
BUY 2% FTNT (Increase Position by 2%)
SELL 7% of TLT (Reduce Position by 7%)
BUY 2% FICO (Increase Position by 2%)
The portfolio’s performance can be tracked via the Sigma Portfolio Strategy.