Model Overview
The iQ All Assets Model selects from a multi-asset universe that includes stocks, bonds, currencies, short indices and commodities. Stocks are represented by individual securities, all other asset classes can be represented by Exchange Traded Funds (ETFs).
CURRENT portfolio
The following stocks represent the most current All Asset Hedge Model holdings:
| %Alloc | Ticker | Name |
|---|---|---|
| 4 | AVGO | BROADCOM |
| 4 | TOT | TOTAL SA |
| 4 | AVT | AVNET |
| 4 | UAL | UNITED CONTL HLD |
| 4 | JCI | JOHNSON CON INTL |
| 20 | TBill | |
| 4 | AEG | AEGON N V |
| 4 | LYB | LYONDELLBASELL |
| 4 | FITB | FIFTH THIRD BANC |
| 4 | SYF | SYNCHRONY FINL |
| 4 | IPG | INTERPUBLIC |
| 4 | ARLP | ALLIANCE RES PRT |
| 4 | GWB | GREAT WESTN BCP |
| 4 | PSEC | PROSPECT CAPITAL |
| 4 | CXW | CORECIVIC |
| 4 | GATX | GATX |
| 4 | INTC | INTEL |
| 4 | CSCO | CISCO SYSTEMS |
| 4 | LYB | LYONDELLBASELL |
| 4 | PSX | PHILLIPS 66 |
| 4 | JPM | J P MORGAN CHASE |
changes
Re-balanced on 8/1/2018. Next re-balance date is 11/1/2018.
| Ticker | Name | Action |
|---|---|---|
| AVGO | BROADCOM | BUY |
| TOT | TOTAL SA | BUY |
| AVT | AVNET | BUY |
| JCI | JOHNSON CON INTL | BUY |
| LYB | LYONDELLBASELL | BUY |
| FITB | FIFTH THIRD BANC | BUY |
| SYF | SYNCHRONY FINL | BUY |
| IPG | INTERPUBLIC | BUY |
| ARLP | ALLIANCE RES PRT | BUY |
| GWB | GREAT WESTN BCP | BUY |
| CXW | CORECIVIC | BUY |
| GATX | GATX | BUY |
| INTC | INTEL | BUY |
| CSCO | CISCO SYSTEMS | BUY |
| LYB | LYONDELLBASELL | BUY |
| PSX | PHILLIPS 66 | BUY |
| JPM | J P MORGAN CHASE | BUY |
| CA | CA | SELL |
| MITSY | MITSUI + CO | SELL |
| ARW | ARROW ELECTRONIC | SELL |
| HUBB | HUBBELL | SELL |
| SCG | SCANA | SELL |
| NSANY | NISSAN MOTOR | SELL |
| PPC | PILGRIMS PRIDE | SELL |
| HBI | HANESBRANDS | SELL |
| HTHIY | HITACHI | SELL |
| KSS | KOHLS | SELL |
| GPS | GAP | SELL |
| SC | SANTANDER CONSUM | SELL |
| LCII | LCI INDUSTRIES | SELL |
| LAD | LITHIA MOTORS | SELL |
| NNI | NELNET | SELL |
| TRMK | TRUSTMARK | SELL |