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frozen markets, range-bound

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Comments

  • 6.4% YTD. Was 50% equity for most of January; currently about 70% equity. Trying to strike while the iron is hot. 76, retired, expenses covered, investing for heirs.
  • BenWP said:

    @WABAC: we both hold XMHQ. I was surprised to find SMCI as its top holding. Surprised because the same stock is the top holding of two of my go-go growth funds. Haircuts ensued last Friday.

    I read that SMCI is moving to the 500. I guess we'll stumble along somehow.
  • edited March 4
    XMHQ does not reconstitute until for a few months (may be 4 more months). So, expect to see SCMI and its moods in XMHQ for a while. I too happen to own (a small) position in XMHQ. Thanks to @WABAC for mentioning it in this forum.
  • That fund’s #2 holding is DECK (3.5% or so), the other stock joining the S&P 500. Per a check on the fund’s website
  • In all our accounts, ie retirement and non retirement about 31% stocks, mostly US

    YTD up 1.5% with almost all gains of course in Large Caps. Rotation to my Energy, International etc has stalled out
  • YTD is pretty good for this investor owning just 2 bond OEFs at 2+%.
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