07/15/2024
BND 0%, VMNFX 20%, VCMDX 20%, VGT 20%, VOX 0%, VPU 0%, Cash (BIL or Sweep Account) 40%
The sector analysis for August holdings suggests a reduction for the bond and communications sectors.
08/16/2024
BND 0%, VMNFX 20%, VCR 10%, VGT 20%, VOX 10%, VPU 0%, Cash (BIL or Sweep Account) 40%
My most recent evaluations suggest my ability to forecast commodities is questionable.
10/11/2024 BND 0%, VMNFX 20%, VCR 10%, VGT 20%, VOX 20%, VPU 0%, VNQ 10%, Cash (BIL or Sweep Account) 20%
11/14/2024 BND 20%, VMNFX 20%, VCR 10%, VGT 20%, VOX 20%, VPU 0%, VNQ 10%, Cash (BIL or Sweep Account) 0%
12/31/2024 VHT 30%, VDC 20%, VCR 10%, VGT 10%, VOX 10%, VPU 10%, VNQ 10%, Cash (BIL or Sweep Account) 0%
01/22/2025 VHT 30%, VDC 20%, VCR 10%, VGT 10%, VOX 10%, VPU 10%, VMNFX 10%, Cash (BIL or Sweep Account) 0%