$ SPY Commencing today the annual re-balancing of the Alpha One
Portfolio begins. The new Master List
will be published over the coming weekend along with the refreshed
portfolio. In the
Alpha One portfolio those remaining positions will be down sized to about
$3,000.00 each and new positions will be added at the same level as we move to the
targeted 75% Long recommendation.
After January 1, 2015, the excess capital, the amount over
$60,000.00 will be moved to the Alpha Two Portfolio and be equally invested in the
thirteen holdings which make up that portfolio.
Today, I will close the following positions, since they now
longer are included on the master list. $KNX,
$LRCX, $LUV, $MAR and $SNA
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