{"id":50287,"date":"2017-02-09T15:31:36","date_gmt":"2017-02-09T20:31:36","guid":{"rendered":"http:\/\/thedisciplinedinvestor.com\/blog\/?p=50287"},"modified":"2017-02-09T15:31:36","modified_gmt":"2017-02-09T20:31:36","slug":"an-inside-look-at-the-tdimg-portfolio","status":"publish","type":"post","link":"https:\/\/thedisciplinedinvestor.com\/blog\/2017\/02\/09\/an-inside-look-at-the-tdimg-portfolio\/","title":{"rendered":"An Inside Look At The TDIMG Portfolio"},"content":{"rendered":"

The Disciplined Investor Managed Growth (TDIMG) Strategy has several diversifying components within the portfolios that we manage. Central to the strategy are the core stock holdings that are derived from a rigorous quantitative screen.<\/p>\n

This screening process starts with a universe of over 5,000 publicly traded companies and searches for very specific fundamental characteristics. Usually we find anywhere from 30 – 70 stocks that meet our criteria.<\/p>\n

\n
TDIMG Virtual Tour<\/span><\/a><\/div>\n
\n

Recently we completed a screening and research process as we do on a regular basis. The result was a rotation of the portfolio, adding the new names that were generated and removing those that did not make the cut.<\/p>\n

Not much change in capitalization for the portfolio can be seen recently. Perhaps a small increase in the mid-cap area.<\/p>\n

\"\"<\/p>\n

\"\"<\/p>\n

Notice below that the industrial sector was reduced by the most as compare to our last rotation. Information tech was increased the most during this period.<\/p>\n

Consumer staples and healthcare were also reduced while consumer discretionary and financials increased. The reason for these changes were primarily due to margins and EPS growth requirements.<\/p>\n

\"\"<\/p>\n

Below is a look at how the core stock component of the TDIMG Strategy has changed during the recent rotation and the sector allocation.\"\"<\/p>\n

This is an ongoing process that works with other portfolio dynamics to create the strategy. Take a look at the Virtual Tour for more information on how it all fits together.<\/p>\n

TDIMG Virtual Tour<\/span><\/a><\/div>\n","protected":false},"excerpt":{"rendered":"

The Disciplined Investor Managed Growth (TDIMG) Strategy has several diversifying components within the portfolios that we manage. Central to the strategy are the core stock holdings that are derived from a rigorous quantitative screen. This screening process starts with a universe of over 5,000 publicly traded companies and searches for very specific fundamental characteristics. Usually […]<\/p>\n","protected":false},"author":1,"featured_media":50292,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[510],"tags":[],"class_list":["post-50287","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blogandupdates","et-has-post-format-content","et_post_format-et-post-format-standard"],"acf":[],"_links":{"self":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/50287","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/comments?post=50287"}],"version-history":[{"count":0,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/50287\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media\/50292"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=50287"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=50287"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=50287"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}