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New Long Term Hold Portfolios Will Be Introduced

Jan. 01, 2021 11:35 AM ET
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  • Feedback from some subscribers indicate that they prefer long-term hold portfolios without the small rebalance adjustments.
  • 3 long term hold portfolios are being introduced at the start of this year: SKY-Light LT, HACK-Less LT, and DT Wide Moat LT.
  • They will be updated 4x per year with relaxed buy/sell rules.
  • I anticipate that the hold time will typically be greater than 450 days, satisfying the tax requirements for long term gains for most stocks.
  • I will be modifying the format of the weekly reports to accommodate the new portfolios.

Due to customer feedback, I am introducing long-term hold, low trade versions of the three quant portfolios. These portfolios will be run in parallel with the existing high-performance quant portfolios. The new portfolios are called SKY-Light LT, HACK-Less LT, and DT Wide Moat LT.

These new variants will be updated four times per year and will have relaxed buy/sell rules. The end result will be portfolios of stocks with a typical hold time of more than 450 days, enough to satisfy the long-term gain tax rules for most of the stock trades.

The starting point for the new portfolios will be the stock holdings for the existing portfolios. In other words, the holdings for SKY-Light will be copied over to SKY-Light LT for example. From this point forward, the two portfolios will start to deviate.

The weekly reports will be modified in order to accommodate the new portfolios.  For example, the weekly SKY-Light report will cover both the original and long term portfolio.  I will try to keep it easy to follow.

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