For full update download this ^^^ PDF.

My individual positions (and all kind of additional information about each of them) can be found here:

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Month In Review

I’ve been working on three things:

  • Moving towards the new strategy where I weight my stock portfolio to match the 25-year average weighting of the S&P 500 sector weightings.  I’m making this transition over several months (because I’m not near where I need to be and don’t want to do anything too drastic too quickly).  I am using the Fidelity Sector ETFs to facilitate this strategy (along with some individual stocks).  I’m using the Fidelity ETFs because they are low expense, low turnover, cover all capitalizations, and are pretty tax efficient.
  • I also was looking to find and add an Information Technology Sector stock to my portfolio to bring my weighting up in this sector.  I found one I liked and added it DXC Technology (DXC).  I started to look for a good financial to add to my Financial Sector holdings (I’m currently looking at a few banks).
  • I also added to Bitcoin position a bit (that I added last month).

Published by deanorolls

Well, if I told you that you wouldn't need to go to my would you?!?!

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