Sungarden Investment Publishing

Sungarden Investment Publishing

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Sungarden Investment Publishing
Sungarden Investment Publishing
TRADE ALERT: Core portfolio
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Core ETF

TRADE ALERT: Core portfolio

(will update in full shared sheet after market close)

Sungarden Investment's avatar
Sungarden Investment
Jul 11, 2024
∙ Paid

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Sungarden Investment Publishing
Sungarden Investment Publishing
TRADE ALERT: Core portfolio
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Selling out of modest RWM (inverse small cap stock) position

Shaving 2% off of XLG (10% to 2%)

Both to make room for new position in IEI (owns 3-7 year US Treasuries)

Cash goes from 5% down to 2%

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