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Marathon Investor Feb 1 Update

|Includes:BND, IBB, iShares U.S. Home Construction ETF (ITB), PCY, RWX, TUR, VIG, WIP, XLF

The Marathon Investor model update is out (link to model description and subscription). Here is a summary of actions in January:

Jan 11th:

 

  ETF / Ticker % of portfolio
     
SOLD GLD 4.86%
  TLT 18.16%
  BND 10.98%
  TIP 10.36%
     
BOUGHT TUR 6.28%
  PCY 29.57%
  RWX 4.99%
  WIP 8.88%
     
Commissions   0.21%
Cash flow   -5.57%
Portfolio Market Value $26,508.37
     
Holdings for the week of Jan 14th  
  ETF / Ticker % of portf
  PCY 40.47%
  BND 11.07%
  VIG 10.78%
  WIP 8.88%
  ITB 6.56%
  TUR 6.28%
  IBB 5.51%
  XLF 5.46%
  RWX 4.99%
  TOTAL 100%

Jan 25:

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:

Asset allocation as of Feb 1 before rebalancing

Here is the model performance.

Marathon Investor Portfolio Update

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.

Disclosure: I am long XLF, TUR, WIP, ITB, RWX.

Stocks: ITB, RWX, TUR, XLF, WIP, IBB, PCY, BND, VIG