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Fundamentals
Realistic Strategies, Realistic Returns

June 10, 2022

I just wanted to give everyone a brief update that I’ve decided to wait until Monday to send out a trade alert for trades in the Vanguard Total Stock Market ETF (VTI) and iShares 20+ Year Treasury Bond ETF (TLT).

I just wanted to give everyone a brief update that I’ve decided to wait until Monday to send out a trade alert for trades in the Vanguard Total Stock Market ETF (VTI) and iShares 20+ Year Treasury Bond ETF (TLT).

I’ll also be adding all of the positions for the Yale Endowment Portfolio, which include:

  • SPDR S&P 500 ETF (SPY)
  • iShares MSCI Emerging Market ETF (EEM)
  • Vanguard Real Estate (VNQ)
  • iShares Trust TIPS ETF (TIP)
  • iShares trust MSCI EAFE ETF (EFA)

And as I said in my last alert, once we have our two passive ETF portfolios built out, we will be focusing on the three additional stock-based portfolios (Dogs of the Dow, Buffett’s Patient Investor, O’Shaughnessy’s Growth/Value).

Also, don’t forget we have our first subscribers-only webinar on Tuesday, June 14 at 1:00 ET where we will be covering the strategy, portfolios and all things options. I hope all of you can make it and please come with lots of questions.

Have a great weekend!