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Some quarterly rebalancing.
Sold: CCSMX, small/mid growth, 31% quarterly gain, but volatile as expected. Selling high and reducing volatility.
Buy: Started a position in SWAN, Amplify’s ETF that showed its effectiveness since inception. I consider…
On today’s down market, I started a first buy into my high conviction funds, adding modestly to SCHB, MTUM and VIGI. I am still at 40%+ cash. Will continue adding on big down days.
Greetings, my first MFO post! I had a large position in what I believed were low vol. “safer” bond funds...SEMPX, VCFAX, IOFAX. Sold off the first two, still have a toe hold in IOFAX, but sold off more than 80% of it. I continue to hold a significan…
