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- Market in Bull Normal; Market is Overbought on a short term basis
- Equities maintained the gains this week, with volatility declining slightly inspite of weak employment numbers
- Blended monthly rebalancing, current holdings:
- 26 ETF portfolio: FXF, IYR, IEV
- 13 ETF portfolio: IYR, DIA, EFA
- next re-evaluation on/about 1 Aug
- ETF2 notes: no change, adjust stops
- Theoretical exposure is recommended at 90%;
- model portfolio will be at 100%
Related articles
- weekend review May 15, 2011 (kansasreflections.wordpress.com)
