This Week’s Message: Our Moves So Far This Year (video)

We’re devoting this week’s message to a complete rundown of all of the adjustments we’ve made thus far this year to our core portfolio allocation.

By “core allocation” I’m referring to the positioning among asset classes and the securities within each. I only make passing reference to the management of our options hedging strategy which has been instrumental to our results thus far this year, but due to its complexity probably deserves its own video presentation. I may follow up with that a later date; i.e., as we manage our way further into what is, needless to say, a unique market environment.


Also, by inadvertent omission, I failed to narrate two of our trades in the developed foreign markets space.


Here, from our internal notes, is the summary narrative on those two moves:

“March 24, 2020: PWA Core Allocation (cut EWG to zero, cash with proceeds: Europe is the virus epicenter and Germany remains stubborn on stimulus.. took yesterday’s huge gain as opportunity to cut the position, German PMI last night worst on record…)”

“April 3, 2020: PWA Core Allocation (cut FEZ by half, proceeds to cash)”

Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the wheel to the left of the YouTube icon to adjust:

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