Telegram

Granny Shots

The best of the best

Q4 2020 Rebalancing of Granny Shots

During our Q4 ‘Granny Shots’ rebalancing we removed four stocks as they no longer best represented our strategic and tactical investing themes in their respective categories. We added two companies for our Seasonality tactical investing theme and our Style-tilt toward Value/Cyclicals. We added a third company because it meets out style-tilt investment theme criteria and we also expect it to be a beneficiary of the strong PMI recovery we see underway. The performance of our portfolio is measured in an equally weighted fashion between rebalancing periods. We will continually update our subscribers through e-mail and website updates any time there is a major change in the underlying investment themes that dictate our additions and subtractions to this high-performing portfolio.

During our Q4 ‘Granny Shots’ Rebalancing we removed BorgWarner Inc., CF Industries Holdings, Inc., HP Inc., and Proctor & Gamble Company. We also added three new companies. Intel Corporation was added based on meeting the criteria for two of our tactical portfolios, ‘The New Seasonality’ and our style-tilt toward Quality Value names. We added Omnicom Group Inc., because it also meets the criteria for these two tactical portfolios. W.W. Grainger Inc, Inc. was added because it also goes in our currently value-centric style-tilt portfolio. We also added this firm because we think it is the type of company to do well during a PMI recovery. So, there you have it. Our three additions for Q4 are all additions to our Tactical portfolios.

You are trying to access FSI member-only content.
You need to have an active FSI Macro, or FSI Pro subcription in order to read this article.
If you are already a member at FSInsight, please Sign In here. If you don’t have a subscription to FSInsight yet, you can sign up below.

Choose one of our yearly plans to save nearly 15%

We accept crypto via BitPay for yearly subscriptions.
    • Macro
      FSI Macro
      from
      $
      199
      /mo
      billed anually
      Get access to all the macro research on FSInsight
      • Tom Lee's First Word
      • View from Tom Lee
      • Signal From Noise
      • Portfolio Strategy
      • Technical Analysis
      • Granny Shots – Stock Ideas
      • US Policy
      • Live Conference Calls with Q&A
      First Month Free!
    • Crypto
      FSI Digital Assets
      from
      $
      99
      /mo
      billed anually
      Get access to all the crypto research on FSInsight
      • Crypto Blasts
      • Tom's Take on Crypto
      • Crypto Weekly Newsletter
      • BitDigest Daily Newsletter
      • Crypto Technical Analysis
      • Benchmark Indices Review
      • Bitcoin Valuation & Misery Indexes
      • Live Conference Calls with Q&A
      First Month Free!
    • Macro + Crypto
      FSI Pro
      from
      $
      249
      /mo
      billed anually
      Get access to all the exclusive research on FSInsight
      • Looking at code?
      • I am hidden!
      • FSI Macro
      • +
      • FSI Digital Assets
      • Designed by
      • HANGAR115
      • -
      First Month Free!
Disclosures (show)

Don't Miss Out
First Month Free

first 500 users only

FSInsight logo
150 East 52nd St, 3rd Floor, New York, NY 10022

Subscribe to our Free Weekly Report

An insitutional-grade report delivered to your inbox every week.

© 2021 FSInsight. All rights reserved. Developed by HANGAR115.

Illustrations by Karl Wimer.