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2017 June Update


The selection list was generated before the June 23 market opening. Price histories, adjusted for splits, were downloaded from Yahoo.


Comprehensive Strategy hedges

The January Barometer was positive. There will be no hedging this year.

Capital gains

Thousands of US$
   JUL   AUG   SEP   OCT   NOV   DEC   JAN   FEB   MAR   APR   MAY   JUN
   -54   -42     3   -14                                                

Comprehensive Strategy investments

Selection list

                                    MERIT    PRICE   GROUP AND END MARKET  
MCD    McDonald's Corp               772    154.80  Restaurants     US/intl
CCI    Crown Castle                  592     99.74  Util, Telecom    US/Aus
RAI    Reynolds American             566     65.45  Tobacco Prods        US
STRP   Straight Path Communications  513 X  179.52  Util, Telecom        US
HD     Home Depot                    505    155.48  Home Furnish        NAm
UNH    UnitedHealth Group            469    186.50  HC Plans             US
MO     Altria Group                  469     76.48  Tobacco Prods   US/intl
EL     Estee Lauder                  458     97.48  Personal Prods     intl
DPZ    Domino's Pizza                440    218.09  Restaurants     US/intl
DRI    Darden Restaurants            436     89.16  Restaurants      US/Can
LMT    Lockheed Martin               436    280.43  Aerosp & Def    US/intl
TRV    Travelers Cos                 426    128.31  Insurance       US/intl
ROST   Ross Stores                   399 X   55.97  Retail,Variety       US
PM     Philip Morris                 398    119.71  Tobacco Prods      intl
STZ    Constellation Brands          398    184.11  Beverage, Hard     intl
TJX    TJX Companies                 394 X   68.75  Retail,Variety  US/intl
SJM    JM Smucker                    393 X  121.23  Packaged Goods     intl
TDG    TransDigm Group               389    267.50  Aerosp & Def         US
CMCSA  Comcast Corp                  386     39.94  Entertainment      intl
AMT    American Tower                385    130.87  Util, Telecom      intl

Portfolio

I sold AZO options because the underlying developed a downtrend.

I bought more MCD options. All were disqualified on the first round. MCD, CCI, RAI, HD, UNH, EL, LMT, TRV, ROST, STZ, and CMCSA were already investments: STRP, MO, DPZ, DRI, PM, TJX, TDG, and AMT were in the same group and end market as existing investments: and SJM was more than halfway towards a trend reversal:

                   GROUP AND END MARKET           START            END    
 2  AZO18C800     Auto Parts       US/Mex   07/25/16  15,468  06/06     768

                   GROUP AND END MARKET           START        END OF MONTH
500 CCI           Util, Telecom    US/Aus   12/15/14  37,778  06/30  50,090
14  ADP19C97.5    Software           intl   11/25/16  11,513  06/30  15,092
60  ARCC18C15     Investments          US   03/28/16   4,315  06/30   8,400
60  ARCC18C17     Investments          US   05/25/16   1,495  06/30   1,020
14  CCI18C95      Util, Telecom    US/Aus   08/25/16   9,259  06/30  11,480
40  CMCSA18C27.5  Entertainment      intl   01/25/16  14,564  06/30  46,600
20  EL19C85       Personal Prods     intl   02/24/17  18,924  06/30  32,600
10  HD18C125      Home Furnish        NAm   10/25/16  10,406  06/30  29,630
10  HD18C130      Home Furnish        NAm   02/25/16  13,246  06/30  25,050
 4  LMT18C220     Aerosp & Def    US/intl   12/15/15   8,567  06/30  23,240
14  MA19C125      Credit Servs    US/intl   05/25/17  16,409  06/30  16,870
10  MCD18C125     Restaurants     US/intl   06/24/16   7,576  06/30  29,350
14  MCD19C155     Restaurants     US/intl   06/23/17  16,241  06/30  14,840
30  RAI18C50      Tobacco Prods        US   09/23/16   9,032  06/30  48,600
20  ROST19C67.5   Retail,Variety       US   01/25/17  17,944  06/30   6,000
14  STZ19C165     Beverage, Hard     intl   03/24/17  29,191  06/30  56,714
10  TRV18C115     Insurance       US/intl   11/25/15  10,812  06/30  13,600
60  TSM19C35      Semiconductors     intl   04/24/17  14,747  06/30  27,000
 6  UNH18C135     HC Plans             US   04/25/16   8,845  06/30  31,080
10  UNH19C165     HC Plans             US   12/16/16  19,546  06/30  31,500

Capital gains

Thousands of US$
   JUL   AUG   SEP   OCT   NOV   DEC   JAN   FEB   MAR   APR   MAY   JUN
    17   -35   -19     7     3    30     2    37    -5    46    49    14

Real Estate Fund Strategy

Portfolio

I bought 30 more IYR19C80 on 05/25/17 for $12,236. They are included in the 04/24/17 purchase.

                      DESCRIPTION                 START        END OF MONTH
33 IYR18C72    iShares US Real Estate ETF   02/25/16  17,359  06/30  27,885
14 IYR18C75    iShares US Real Estate ETF   12/15/15   8,237  06/30   8,260
28 IYR18C76    iShares US Real Estate ETF   11/25/15  15,438  06/30  14,280
20 IYR18C78    iShares US Real Estate ETF   10/25/16   9,764  06/30   7,400
14 IYR18C80    iShares US Real Estate ETF   06/24/16   7,565  06/30   3,388
40 IYR18C83    iShares US Real Estate ETF   08/25/16  19,448  06/30   4,440
14 IYR18C85    iShares US Real Estate ETF   07/25/16   7,719  06/30     840
20 IYR19C76    iShares US Real Estate ETF   11/25/16  11,824  06/30  13,300
20 IYR19C77    iShares US Real Estate ETF   12/16/16  12,024  06/30  11,900
30 IYR19C78    iShares US Real Estate ETF   03/27/17  15,266  06/30  16,050
60 IYR19C80    iShares US Real Estate ETF   04/24/17  26,680  06/30  24,900
30 IYR19C81    iShares US Real Estate ETF   02/24/17  15,992  06/30  11,550
30 IYR19C82    iShares US Real Estate ETF   06/23/17  11,216  06/30  10,350

Capital gains

Thousands of US$
   JUL   AUG   SEP   OCT   NOV   DEC   JAN   FEB   MAR   APR   MAY   JUN
    35   -28   -19   -67   -13    34   -18    38   -44    -3   -14    20

Easy Strategy

Buying in the Easy Strategy has been suspended indefinitely.

Portfolio

                       DESCRIPTION                START        END OF MONTH
85 SPY18C217        SPDR S&P 500 ETF        10/10/16 118,598  06/30 236,980

Capital gains

Thousands of US$
   JUL   AUG   SEP   OCT   NOV   DEC   JAN   FEB   MAR   APR   MAY   JUN
                     -17    33    20    10    52   -11     8    19     5

Treasury bond Strategy

Portfolio

                       DESCRIPTION                START        END OF MONTH
14 IEF18C111   7-10 Year Treasury bond ETF  10/25/16   2,730  06/30     560
20 IEF19C105   7-10 Year Treasury bond ETF  03/06/17   6,179  06/30   7,400
88 IEF19C106   7-10 Year Treasury bond ETF  12/05/16  27,176  06/30  28,160
20 IEF19C108   7-10 Year Treasury bond ETF  06/06/17   5,579  06/30   4,560

Capital gains

Thousands of US$
   JUL   AUG   SEP   OCT   NOV   DEC   JAN   FEB   MAR   APR   MAY   JUN
                       0    -1    -1     0     1     0     3     1    -4