September was a loss pure and simple. Here are the month-by-month and YTD portfolio results:
January - Portfolio was up +10.4%
February - close call but barely down -0.6%
March - A very respectable +3.8%
April - Could have been worse with a -1.7%
May - Best monthly run of the Year with +26.8
June - Solid beat at +9.1%
July - Third straight month of solid gains with +8.3%
August - Easing back in the loss column at -1.6%
September - Solid loss without drama for -4.8%
It appears that October is going to be a legitimately spooky month.
Toward the very end of September and finalized yesterday (Oct 3) in the middle of the bloodbath, between about noon and 2.00PM or so - I went to the RTHG Strategy. The RTHG Strategy is intended to eliminate Lower Confidence Investments (LCI) and roll portfolio funding and allocations into the Higher Confidence Investments (HCI).
Note: Think of the RTHG Strategy just like your Cholesterol readings: The LCI in a fatigued or falling market is just like your LDL (Bad Cholesterol) while your HCIs are like your HDL (Good Cholesterol). See how simple this is?
Note 2: I recognize that the Cholesterol example above might be/could be, and might represent, a hurdle of some sort - a leap of faith as it were, for some folks; however, let me reassure you that with my 6 weeks of pre-med classes back in the day - it makes semi-perfect sense.
Anyway - this is what the portfolio looks like today:
B) The Bench
Note 3). CRWD added back vigorously based upon the portfolio coach getting the High Sign from a brilliant stock investing Guru:
So thats that.
Strategy for October in lieu of consecutive Starting Gate non-posts: As little as possible; which, is a sort of soft Hunker Down Strategy but relatively higher up in the overall Hunker Down hierarchy.
Just rock solid!
All the Best,