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Saturday, 1 May 2021

End of APR 2021 "12% solution" portfolio changes

For the end of April the emailed trading signal was to invest 60% in MDY (SPDR S&P MidCap 400 Index Fund) and 40% in JNK. This is the same asset allocation as last month so I don't need to trade this month.

According to the monthly newsletter, the 2020 performance for this model was +40.6% and for 2021 YTD performance is now +11.0%.

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