Portfolio

The “What To Do” Part

What the heck is "portfolio management" anyway? In this case, it goes something like this. A portfolio is a group of stock positions that makes up an investment package as a whole. The positions will, in part, change from month to month, as noted by the "sell" and "buy" notations.

"THE" PORTFOLIO

Aug 1, 2025

Rank

Ticker

1. URA

Uranium

SELL

2. SOXX

Semiconductors

SELL

3. ITA

Defense & Aerospace

Buy

4. VGT

Info Technology

Buy

5. CIBR

Cybersecurity

SELL

6. FAN

Global Wind Power

SELL

7. ROBO

Robotics

SELL

8. IYG

Financials

Buy

Sep 1, 2025

Rank

Ticker

1. ITB

home construction

Buy

2. URA

Uranium

SELL

3. IHE

pharmecueticals

Buy

4. IYG

financials

Buy

5. ROBO

cybersecurity

Buy

6. IEO

oil and gas explore

Buy

7. VGT

info technology

Buy

8. ITA

defense & aerospace

Buy

PLEASE NOTE that the rank order has changed as it almost always does from month to month.

WHAT TO DO?

SELL the position in SOXX, CIBR, FAN and BUY an equal $ amount of ITB, IHE, and IEO.

If you start the investment SEP 1, buy an equal $ position of each.

SEP 1, 2025

The results so far this year.

SECTOR PORTFOLIO RETURN YEAR TO DATE

= +24.5%

SP500 (“THE MARKET”) RETURN YEAR TO DATE

= +10.8%

HISTORICAL PORTFOLIOS