Royal Dutch Shell PLC Added to the SMA Portfolio

By on February 18, 2020

RDSBLingering concerns regarding the Coronavirus outbreak have continued to weigh on energy equities. An economic slowdown in China resulting from restricted travel directly affects the oil majors in the short-term.

Royal Dutch Shell (RDS.B) was added to the SMA Portfolio this morning as part of the speculative move into resources sectors outlined in earlier posts. I’m assuming the current weakness in economically sensitive areas will be transitory. RDS.B was purchased at $50.66 and respresents a weighting of approximately 1.9% of the portfolio. RDS.B currently yields over 7%.

Disclaimer: It is very challenging to outperform a buy and hold strategy. Historically, investors have found themselves well-served over the long-term by investing regularly in a diversified portfolio of stocks or low cost, broadly diversified indexed stock funds. Information presented is based on analysis of past data and assessments by the Tactical Timing System model. Future performance may not reflect past performance. Profitable trades are not guaranteed. No system or methodology ensures stock market profits. Although accuracy is strived for, no guarantee is made regarding the accuracy of data presented.

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