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6.4% YTD. Was 50% equity for most of January; currently about 70% equity. Trying to strike while the iron is hot. 76, retired, expenses covered, investing for heirs.
@WABAC: we both hold XMHQ. I was surprised to find SMCI as its top holding. Surprised because the same stock is the top holding of two of my go-go growth funds. Haircuts ensued last Friday.
I read that SMCI is moving to the 500. I guess we'll stumble along somehow.
XMHQ does not reconstitute until for a few months (may be 4 more months). So, expect to see SCMI and its moods in XMHQ for a while. I too happen to own (a small) position in XMHQ. Thanks to @WABAC for mentioning it in this forum.
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YTD up 1.5% with almost all gains of course in Large Caps. Rotation to my Energy, International etc has stalled out