Of course, we don't purchase what we liquidate, so with relative strength breakdowns abound our choices were limited. We did manage to find 3 ETFs in U.S. sectors and subsectors to add this week. They are: $XLK, $XLF & $XSW. yes, tech is getting hammered, but our rules are based on relative strength performance vs our benchmark, $ACWI. All three of the ETF's added this week our outperforming (at the time of recording) on both the 3 and 6 month basis.
The market does appear to be set-up for a bit of a protracted sell-off. We've been here before, we started the portfolio weeks before the sell-off in Oct 2018. We've weathered a few storms since. Our rules, perhaps a bit conservative, are designed to keep us from suffering losses of account ending proportion. We feel good about our current position, with more than $100K of our allocated buying power currently sitting on the sidelines. ( paper money, of course.) We will stick to our rules and manage whatever Mr. market wants to throw at us!