Sep. 5 at 9:43 AM
Getting more active in managing the HT-ETF as we target a strong close to the year.
September is off to a stellar start which bucks the trend from prior years that sees this as a relatively soft month overall.
I've been adding some more turnaround plays, commodities and income generators to the portfolio.
At about 80% cash with the tech meltup getting too hot for my taste.
Some of these have moved slots purely on the basis of the overall portfolio going up and my not adding to them.
Stand out performers continue to be the alternatives in the portfolio - Anrgf, Toyo, Arq and the more rate sensitive ones that are catching a bid as optimism for rate cuts improves (agnc)
Super heavyweight positions (10% + of invested assets):
$ANRGF
$ARQ
Heavyweight (6-9%):
$TOYO
AGNC
CCLDO (preferred)
TPVG (new position)
Middleweight (4-5%):
HIPO
ARREF
$BHF
Flyweight (1-3%)
$ITRM
FOA
XYF
UNH
USAS
XLO
Exited completely:
GOOGL
NVDA
CCLD (commons)
