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hballinas

Horacio Ballinas

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Portfolio Optimization 11-07-2024
Post-election Inflation, Financials, Energy, Gold
Portfolio Optimization 01-08-2024
This portfolio includes ETFs in the bond market: TLT and TIP
Portfolio Optimization 10-12-2023
With AI ETF
Portfolio Optimization 07-28-2023
Model with AI ETF - CHAT
Portfolio Optimization 07-28-2022
Added BRK-B to get Warren Buffett wisdom. Added VUG to get High Growth Stocks in the US market. Took out TLT as they are a bad investment.
Portfolio Optimization 07-18-2022
Took away PFIX ETF as it's too leveraged and added SOCL
Portfolio Optimization 7-12-2022
Inflation Adjusted
Portfolio Optimization 7-11-2022
Optimized for High Inflation Scenario
Portfolio Optimization 6-13-2022
Replaced LQD for PFIX, corporate bonds components for hedge for corporate bonds considering FED increase in interest rates
Portfolio Optimization 9-28-2021
SCHD is High-Yield Dividend Fund
Portfolio Optimization 6-17-2021 v0.2
Replaced AGG with SCHD - To be used after 10-20
02082021 Portfolio Optimization
1/4/2021 Portfolio Optimization
12/4/2020 Portfolio Optimization
Update
03/09/2020 Valuation: AAPL
3/6/2020 ETFs Portfolio Optimization
One week after Wall Street's worst performance in its history, following this strategy not only could have saved you, but would have positioned you real well in terms of maximizing returns while minimizing risks.
2/21/2020 Valuation: WFC
2/21/2020 Valuation: UPS
02/18/2020 Valuation: GRPN
02/18/2020 Valuation: CGC
02/18/2020 Valuation: TXRH
2/18/2020 Valuation: AMKR
2/18/2020 Valuation: PLT
2/18/2020 Valuation: FB
2/18/2020 Valuation: AAPL
02/13/2020 Valuation: CVX
02/13/2020 Valuation: RDWR
02/13/2020 Valuation: MSFT
02/13/2020 Valuation: DIS
02/13/2020 Valuation: FB
02/11/2020 Valuation: VZ
02/11/2020 Valuation: ZS
02/11/2020 Valuation: CSCO
2/10/2020 Valuation: AAPL
2/10/2020 Valuation: TSLA