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Deane Retirement Strategies, Inc. Buys Invesco S&P 500 Low Volatility ETF, iShares iBoxx ...

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·6 min read
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Investment company Deane Retirement Strategies, Inc. (Current Portfolio) buys Invesco S&P 500 Low Volatility ETF, iShares iBoxx USD Investment Grade Corporate Bond , Vanguard Intermediate-Term Corporate Bond ETF, Consumer Discretionary Select Sector SPDR, BTC iShares MSCI USA Value Factor ETF, sells Invesco S&P 500 High Beta ETF, ProShares Short 20+ Year Treasury, BTC iShares MSCI USA Momentum Factor ETF, iShares Russell 2000 ETF, Match Group Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Deane Retirement Strategies, Inc.. As of 2021Q4, Deane Retirement Strategies, Inc. owns 54 stocks with a total value of $189 million. These are the details of the buys and sells.

  • New Purchases: SPLV, LQD, VCIT, XLY, VLUE, HYG, APD, DOW, BAC, JPM, NKE, AXP, VZ, RTX, PYPL, PCT, RIOT, MSTR,

  • Added Positions: XLK, JNJ, DIS, STIP, DVN, JNK, EXPE, XOM, XLI, PCAR, ROK, VMC, KMI, U, BIL,

  • Reduced Positions: VTIP, BLDE, SPLG, GOVT, TIP,

  • Sold Out: SPHB, TBF, MTUM, IWM, MTCH, XLC, OSTK, CCL, PENN, AAP, SAVE, V, TWTR, BCO, UP, OUST, CPRI, SPIP,


For the details of Deane Retirement Strategies, Inc.'s stock buys and sells,
go to https://www.gurufocus.com/guru/deane+retirement+strategies%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Deane Retirement Strategies, Inc.

  1. Vanguard Short-Term Inflation-Protected Securities (VTIP) - 432,813 shares, 11.74% of the total portfolio. Shares reduced by 19.71%

  2. iShares 0-5 Year TIPS Bond ETF (STIP) - 133,538 shares, 7.46% of the total portfolio. Shares added by 1.30%

  3. PowerShares QQQ Trust Ser 1 (QQQ) - 34,828 shares, 7.32% of the total portfolio. Shares added by 0.95%

  4. Invesco S&P 500 Low Volatility ETF (SPLV) - 180,144 shares, 6.52% of the total portfolio. New Position

  5. Technology Select Sector SPDR ETF (XLK) - 69,670 shares, 6.40% of the total portfolio. Shares added by 175.57%

New Purchase: Invesco S&P 500 Low Volatility ETF (SPLV)

Deane Retirement Strategies, Inc. initiated holding in Invesco S&P 500 Low Volatility ETF. The purchase prices were between $60.81 and $68.63, with an estimated average price of $64.28. The stock is now traded at around $65.930000. The impact to a portfolio due to this purchase was 6.52%. The holding were 180,144 shares as of 2021-12-31.

New Purchase: iShares iBoxx USD Investment Grade Corporate Bond (LQD)

Deane Retirement Strategies, Inc. initiated holding in iShares iBoxx USD Investment Grade Corporate Bond . The purchase prices were between $130.49 and $134.38, with an estimated average price of $132.44. The stock is now traded at around $127.930000. The impact to a portfolio due to this purchase was 5.1%. The holding were 72,875 shares as of 2021-12-31.

New Purchase: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Deane Retirement Strategies, Inc. initiated holding in Vanguard Intermediate-Term Corporate Bond ETF. The purchase prices were between $91.63 and $93.58, with an estimated average price of $92.71. The stock is now traded at around $90.400000. The impact to a portfolio due to this purchase was 5.09%. The holding were 103,925 shares as of 2021-12-31.

New Purchase: Consumer Discretionary Select Sector SPDR (XLY)

Deane Retirement Strategies, Inc. initiated holding in Consumer Discretionary Select Sector SPDR. The purchase prices were between $179.1 and $211.1, with an estimated average price of $199.24. The stock is now traded at around $192.800000. The impact to a portfolio due to this purchase was 5.01%. The holding were 46,443 shares as of 2021-12-31.

New Purchase: BTC iShares MSCI USA Value Factor ETF (VLUE)

Deane Retirement Strategies, Inc. initiated holding in BTC iShares MSCI USA Value Factor ETF. The purchase prices were between $100.68 and $109.77, with an estimated average price of $104.7. The stock is now traded at around $112.680000. The impact to a portfolio due to this purchase was 4.22%. The holding were 73,114 shares as of 2021-12-31.

New Purchase: iShares iBoxx USD High Yield Corporate Bond ETF (HYG)

Deane Retirement Strategies, Inc. initiated holding in iShares iBoxx USD High Yield Corporate Bond ETF. The purchase prices were between $84.9 and $87.25, with an estimated average price of $86.23. The stock is now traded at around $85.670000. The impact to a portfolio due to this purchase was 2.29%. The holding were 49,921 shares as of 2021-12-31.

Added: Technology Select Sector SPDR ETF (XLK)

Deane Retirement Strategies, Inc. added to a holding in Technology Select Sector SPDR ETF by 175.57%. The purchase prices were between $147.78 and $176.65, with an estimated average price of $164.65. The stock is now traded at around $161.780000. The impact to a portfolio due to this purchase was 4.08%. The holding were 69,670 shares as of 2021-12-31.

Added: Johnson & Johnson (JNJ)

Deane Retirement Strategies, Inc. added to a holding in Johnson & Johnson by 134.22%. The purchase prices were between $155.93 and $173.01, with an estimated average price of $163.78. The stock is now traded at around $167.100000. The impact to a portfolio due to this purchase was 1.28%. The holding were 24,642 shares as of 2021-12-31.

Added: The Walt Disney Co (DIS)

Deane Retirement Strategies, Inc. added to a holding in The Walt Disney Co by 2226.31%. The purchase prices were between $142.15 and $177.71, with an estimated average price of $161. The stock is now traded at around $152.270000. The impact to a portfolio due to this purchase was 0.98%. The holding were 12,469 shares as of 2021-12-31.

Sold Out: Invesco S&P 500 High Beta ETF (SPHB)

Deane Retirement Strategies, Inc. sold out a holding in Invesco S&P 500 High Beta ETF. The sale prices were between $73.62 and $82.51, with an estimated average price of $78.

Sold Out: ProShares Short 20+ Year Treasury (TBF)

Deane Retirement Strategies, Inc. sold out a holding in ProShares Short 20+ Year Treasury. The sale prices were between $15.45 and $16.97, with an estimated average price of $16.22.

Sold Out: BTC iShares MSCI USA Momentum Factor ETF (MTUM)

Deane Retirement Strategies, Inc. sold out a holding in BTC iShares MSCI USA Momentum Factor ETF. The sale prices were between $173.56 and $193.28, with an estimated average price of $184.03.

Sold Out: iShares Russell 2000 ETF (IWM)

Deane Retirement Strategies, Inc. sold out a holding in iShares Russell 2000 ETF. The sale prices were between $212.12 and $241.83, with an estimated average price of $225.48.

Sold Out: Match Group Inc (MTCH)

Deane Retirement Strategies, Inc. sold out a holding in Match Group Inc. The sale prices were between $122.81 and $175.53, with an estimated average price of $144.36.

Sold Out: Communication Services Select Sector SPDR Fund (XLC)

Deane Retirement Strategies, Inc. sold out a holding in Communication Services Select Sector SPDR Fund. The sale prices were between $73.48 and $81.95, with an estimated average price of $78.88.



Here is the complete portfolio of Deane Retirement Strategies, Inc.. Also check out:

1. Deane Retirement Strategies, Inc.'s Undervalued Stocks

2. Deane Retirement Strategies, Inc.'s Top Growth Companies, and

3. Deane Retirement Strategies, Inc.'s High Yield stocks

4. Stocks that Deane Retirement Strategies, Inc. keeps buyingThis article first appeared on GuruFocus.