ErlangerResearch: Model FINANCE Portfolio

10.18.21

ErlangerResearch: Model FINANCE Portfolio

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Model Finance Portfolio

Since 09/27/2021, the Model Finance returned -0.37% against S&P’s -3.21% and DJ Financial Index (DJUSFN) -1.97%

Since 12/31/2020, the Model Finance returned +11.42% against S&P’s +14.49% and DJ Financial Index (DJUSFN) +23.39%

Changes

  • Close Now: None
  • Cover Now: None
  • Previously Closed/Covered Intraweek: None

Additions

Longs

  • CBU (ECR Scan: Revelation Long Ideas P/C PER 10 Day)
  • MKTX (ECR Scan: Long Ideas P/C PER 10 Day)
  • NNN (ECR Scan: Revelation Long Ideas P/C PER 10 Day)
  • UDR (ECR Scan: Revelation New Type 1)
  • BRO (ECR Scan: Revelation New Type 1)

Shorts: None