Current position for Active portion of portfolio: SELL – S.T.A.Y. Plus™
Having been out of equities (stocks) since 2/23/2022 and then removing bonds going to ALL-CASH since April 11th, August 16th, we engaged the first element of the S.T.A.Y. Plus™ strategy. Since then, the market has been down about 19%. This is exciting as markets have been moving down, the S.T.A.Y. Plus™ portfolios were moving UP! We are scaling in the first application of the second phase of the S.T.A.Y. Plus™ strategy starting this month. We will keep you posted on those results in future reports.