Investing Update for the Week Ending August 05, 2022

by | Aug 5, 2022 | Uncategorized

It has been another week of very few stocks passing my screens with the net result that I only had one equity trade.


August 03

Valero Energy (VLO – Shares Purchased)

I purchased shares in VLO which represented 6.7% of my portfolio dedicated to equities and tactical asset allocation.


Tactical Asset Allocations

Compared to last week, this week’s weightings have a lower allocation to cash and higher allocations to US equities and bonds.

Adaptive Asset Allocation Table