Portfolio Update

Good Afternoon,

We hope the summer is off to a great start for you and your families!

We recently sold a small position in TBT, a position of the portfolios that we had held to benefit from a rise in interest rates. As rates, have risen very little, our indicators gave us a sell signal. Recently, our indicators have turned positive on the international sector. Therefore, we are reallocating our portfolios containing equity positions back into the international sector by purchasing PIMCO International Stock Plus (PIPDX).

In addition, we are rebalancing all our portfolio positions back to within our original position parameters.

As always we will communicate as warranted. Have a great summer!


Posted by Jeri on 6/13/2017 4:37:45 PM


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