Here are the trades we made this week in our ETF Portfolio. We sold Industrials, but picked up Real Estate, Communications and Discretionary. I also fixed a small mistake from last week by adding first and second tier Country ETF's that met our rules but I had neglected to buy during our meeting. Our portfolio is fully invested to the stock allocation net liquidating cap for bullish conditions. If the market bounces following this intermediate pullback, we'll be in great shape. If the winter rally was a "false flag" and we're headed lower, this is gonna hurt. But, we follow our rules. Trading meeting video explaining it all is here.
Our portfolio investments as they stand today.
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