The Marathon Investor model update is out (link to model description and subscription). Here is a summary of actions in January:
|ETF / Ticker||% of portfolio|
|Portfolio Market Value||$26,508.37|
|Holdings for the week of Jan 14th|
|ETF / Ticker||% of portf|
I moved 15% of portfolio from $PCY to $WIP, which resulted in the following allocations by the end of this Friday, Feb 1, before re-balancing:
Here is the model performance.
Going into next week I sold out stakes in $IBB, $XLF and $WIP, adding to $ITB, $RWX, $TUR. The complete state of the model after rebalancing is available to the subscribers.