A Tactical Reduction In Equity Exposure
Tactical Opportunity Portfolio Recent Activity: What: Sold COWZ (Cash Cows) and bought GLD (Gold). Why: Equity market trends in the US are deteriorating, so we are reducing exposure. Gold is seeing improving trends and appears to be on the cusp of a major breakout. What: Sold EWT (Taiwan) and increased cash (MINT). Why: With the […]
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