- Market in Bull Normal; Market is Oversold on a short term basis
- Equities sold off this week, with volatility increasing slightly
- 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 50%;
- model portfolio is at 100%
- You can use this link for adding questions and/or comments to be addressed in the weekly webinar
http://www.surveymonkey.com/s/WeeklyWebinar
