Investment Portfolio Update

Raising Cash

This month’s investing portfolios are doing something interesting — the RS Rotate only found 3 names that met the rules so the system is automatically holding part of the allocation in cash instead of forcing bad trades. That’s the whole point of running rules: when the market isn’t giving us 5 quality names, we don’t pretend it is. I’ll dig into why the filter tightened up, but for now I’ll likely use that extra cash for more swing trades. Full breakdown for members below 👇