Happy to share that I am going to start posting regularly again. Some slight changes from before and a reduced posting schedule, but still hoping to add some value to this corner of the Internet.
I’m not exactly back, but this morning’s Twitter review rocked my mental space all day, to the point that I’m compelled to write. And the news…the launch of RSST, Return Stacked ETFs U.S. Stocks & Managed Futures Fund. Read up on it, and have some wonderings to share!
Pretty flat month, without much drama. Bonds had a good month, the longer the duration the better, and equities went down a bit, but not much. The All Seasons portfolio, with 55% in fixed income, won the month, though 100% Equities is still in first overall.
Great month personally (5 weeks in Europe!) but tricky for the portfolios - mostly great up until the past week, then a big slide.. Only two positive portfolios for July, both traditional ones, and traditional ones won the month and lead overall. Meanwhile, the Qian portfolio continues to sink.
Greetings from Amsterdam! Nice month for investors - the kind that reminds you why it’s time in the market, not timing the market. Inflation dropping. All portfolios up but one, led by 100% equities. Meanwhile, not a great showing for RP - all 3 portfolios on the overall podium are traditionals.