Getting Your Portfolio in Better Shape

So what did I do here? I deemed interesting the list of industries titled "Dig Through" found in the green-highlighted area. I ran a screen on them to get a few more names for this current portfolio reshaping. Adding those tickers and eliminating redundant ones led to this final list. (Click "no" for any query boxes that may pop up. The sheet will appear regardless.)

Companies in my portfolio are highlighted in yellow, except for the middle company, Allstate (ALL), which is orange. Why the difference? No company above the middle company can be sold, and no candidate below it can be bought, except in rare circumstances, in which valuation cannot be adequately measured by the ranking model.

Working up from the bottom, I decide what to sell. If I'm not selling something that rates low, I have to have an explanation why I am keeping it.

Check back tomorrow for the second part of this two part column where David Merkel will outline the individual moves he made within the portfolio and the reasons he made them.

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