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YTD Update

8/28/2022

 
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.

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