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Current Sector Report Model Portfolio
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Sector Report
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Entry
|
Entry
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05-DEC
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Gain
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Value
|
|
Risky
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|
Company / Symbol
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Date
|
Price
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Price
|
Loss
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Levels
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Pivots
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Levels
|
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Nucor Corp (NUE)
|
29-Sep
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$39.32
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$36.45
|
-7.3%
|
none
|
|
38.87 A
|
|
Boeing (BA)
|
16-Sep
|
$60.73
|
$39.53
|
-34.9%
|
none
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|
49.06 M
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|
Texas Instruments (TXN)
|
4-Sep
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$22.81
|
$14.56
|
-36.2%
|
12.54 A
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|
18.68 M
|
|
Baker Hughes (BHI)
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11-Sep
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$63.25
|
$27.17
|
-57.0%
|
none
|
|
61.40 M
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|
Caterpillar (CAT)
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29-Sep
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$59.79
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$38.26
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-36.0%
|
none
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|
46.10 M
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|
Suncor Energy (SU)
|
2-Oct
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$35.70
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$17.24
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-51.7%
|
none
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|
36.75 A
|
|
XTO Energy (XTO)
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6-Oct
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$37.85
|
$32.06
|
-15.3%
|
none
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37.85 A
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38.32 M
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|
Gardner Denver (GDI)
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2-Oct
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$31.00
|
$23.94
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-22.8%
|
none
|
29.36 A
|
33.88 A
|
|
CSX Corp (CSX)
|
18-Nov
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$36.04
|
$34.15
|
-5.2%
|
25.33 A
|
35.82 A
|
49.00 S
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|
Freeport McMoran (FCX)
|
8-Oct
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$37.67
|
$16.80
|
-55.4%
|
none
|
|
51.92 M
|
|
Valero Energy (VLO)
|
20-Nov
|
$15.63
|
$16.96
|
8.5%
|
none
|
16.89 M
|
43.99 Q
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|
Cisco Systems (CSCO)
|
22-Oct
|
$17.15
|
$15.94
|
-7.1%
|
none
|
|
19.26 M
|
|
Adobe Systems (ADBE)
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27-Oct
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$23.00
|
$21.66
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-5.8%
|
none
|
|
34.93 M
|
|
Garmin (GRMN)
|
20-Nov
|
$15.85
|
$17.47
|
10.2%
|
11.00 M
|
|
64.32 S
|
|
Symantec (SYMC)
|
28-Oct
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$13.90
|
$12.04
|
-13.4%
|
none
|
|
16.28 Q
|
|
US Steel (X)
|
28-Oct
|
$30.50
|
$28.76
|
-5.7%
|
none
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|
68.40 A
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|
KLA Tencor (KLAC)
|
7-Nov
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$20.10
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$19.22
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-4.4%
|
none
|
|
28.93 M
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|
Bunge Limited (BG)
|
17-Nov
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$37.50
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$38.91
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3.8%
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none
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|
57.98 M
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|
Mosiac Co (MOS)
|
17-Nov
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$31.15
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$27.57
|
-11.5%
|
none
|
|
73.89 M
|
|
DuPont (DD)
|
18-Nov
|
$26.70
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$24.12
|
-9.7%
|
none
|
|
29.96 A
|
|
Pfizer (PFE)
|
18-Nov
|
$15.75
|
$16.55
|
5.1%
|
13.50 S
|
16.26 Q
|
19.79 A
|
|
FedEx (FDX)
|
18-Nov
|
$62.25
|
$73.71
|
18.4%
|
none
|
66.00 M
|
75.46 M
|
|
Microsoft (MSFT)
|
2-Dec
|
$18.60
|
$19.87
|
6.8%
|
none
|
|
22.04 M
|
|
Transocean (RIG)
|
4-Dec
|
$51.50
|
$49.50
|
-3.9%
|
none
|
|
83.81 A
|
Buy and Trade Guidelines:Investors should consider entering good until cancelled (GTC) orders to add to these positions on weakness to the pivots or value levels.
- A value level is a price at which investors should add to positions on share price weakness
- A risky level is a price at which investors should reduce holdings on share price strength.
- A pivot is a price that should be a magnet during the time frame specified.
Performance Measures:2007: up 23.8% with SPY +3.2%. 2008 as of December 5th: Our open trades are down 17.6% with our closed trades down just 2.8% after interest on the 60% allocated to cash. SPY is down 39.9% YTD and down 34.2% since portfolio inception on October 1, 2006. The Sector Report is up 10.6% since inception.
The Purpose of Suttmeier’s Sector Report: is to provide an ongoing evaluation of the various sectors in the US equity markets. I include a “long only” model portfolio of fifteen to twenty-five stocks allocated among these sectors, with up to four trading positions in each stock, and up to a maximum of eighty holdings.
My Investment Strategy is to “Buy and Trade”:In adding to positions in the model portfolio I use what long-term investors call dollar-cost averaging. We add to a portfolio holding on weakness to a value level building positions to the maximum of four lots for each stock. Positions are reduced on strength to a risky level. At times I will enter and exit positions using pivots and moving averages such as: the 200-week SMA, 21-day SMA, 50-day SMA, or 200-day SMA. Subscribers receive e-mails whenever a stock is added, or removed from the model portfolio, and when trades are made.
Buy and Trade, it’s the Only Way!
Positions Closed Last Week
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Closed Positions Last Week
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Entry
|
Price
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Exit
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% Gain
|
Exit Date
|
|
Deere (DE)
|
26-Sep
|
$55.53
|
$33.80
|
-39.1%
|
1-Dec
|
|
Transocean (RIG)
|
3-Dec
|
$51.68
|
$54.00
|
4.5%
|
3-Dec
|
|
Transocean (RIG)
|
3-Dec
|
$51.45
|
$54.04
|
5.0%
|
3-Dec
|
|
United Parcel Service (UPS)
|
6-Nov
|
$51.42
|
$58.30
|
13.4%
|
4-Dec
|
|
Newmont Mines (NEM)
|
4-Dec
|
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