Deane Retirement Strategies, Inc. recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
1100 POYDRAS ST. NEW ORLEANS, LA 70163
As of the latest 13F report, the guru’s equity portfolio contained 69 stocks valued at a total of $179.00Mil. The top holdings were VTIP(12.53%), BIL(12.49%), and SHY(6.97%).
According to GuruFocus data, these were Deane Retirement Strategies, Inc.’s top five trades of the quarter.
iShares 0-5 Year TIPS Bond ETF
Deane Retirement Strategies, Inc. reduced their investment in ARCA:STIP by 265,848 shares. The trade had a 15.68% impact on the equity portfolio. During the quarter, the stock traded for an average price of $96.83.
On 01/23/2023, iShares 0-5 Year TIPS Bond ETF traded for a price of $97.6998 per share and a market cap of $13.24Bil. The stock has returned -1.52% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares 1-3 Year Treasury Bond ETF
During the quarter, Deane Retirement Strategies, Inc. bought 152,670 shares of NAS:SHY for a total holding of 154,077. The trade had a 6.91% impact on the equity portfolio. During the quarter, the stock traded for an average price of $80.83.
On 01/23/2023, iShares 1-3 Year Treasury Bond ETF traded for a price of $81.72 per share and a market cap of $27.70Bil. The stock has returned -2.75% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard Short-Term Government Bond ETF
The guru established a new position worth 213,972 shares in NAS:VGSH, giving the stock a 6.9% weight in the equity portfolio. Shares traded for an average price of $57.57 during the quarter.
On 01/23/2023, Vanguard Short-Term Government Bond ETF traded for a price of $58.21 per share and a market cap of $18.79Bil. The stock has returned -2.75% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard FTSE All-World ex-US ETF
The guru established a new position worth 213,783 shares in ARCA:VEU, giving the stock a 5.98% weight in the equity portfolio. Shares traded for an average price of $48.01 during the quarter.
On 01/23/2023, Vanguard FTSE All-World ex-US ETF traded for a price of $54.4724 per share and a market cap of $35.40Bil. The stock has returned -6.52% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard FTSE All-World ex-US ETF has a price-earnings ratio of 11.83 and a price-book ratio of 1.53.
ProShares Short QQQ -1x Shares
Deane Retirement Strategies, Inc. reduced their investment in ARCA:PSQ by 457,009 shares. The trade had a 4.18% impact on the equity portfolio. During the quarter, the stock traded for an average price of $14.26.
On 01/23/2023, ProShares Short QQQ -1x Shares traded for a price of $13.665 per share and a market cap of $1.59Bil. The stock has returned 12.46% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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