Reduced PepsiCo Holding

By on October 3, 2019

Vanguard Value versus GrowthI have decided to make some alterations to the SMA portfolio since Ameritrade has joined the race to zero commmissions on stock and ETF trades. Today I reduced the allocation to PepsiCo (PEP) from 5% to approximately 3.4%. Pepsico was sold at $139.50.

I plan on adding some value oriented holdings in the coming weeks. Value versus growth has been out of favor over the last several years and there appear to be some tremendous bargains in the market at this juncture.

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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