May is in our rear view mirror and it didn’t take long for the Go Away adage to show why investors like me respect it….mightily !

The Fed’s easy money policy is being questioned because all the easing and QE2 hasn’t led to more jobs and or a rebound in positive housing activity. And, with gas prices taxing the consumer and the consumer representing almost 70% of GDP activity what is positive to look forward to ? Everybody seems to be thinking down, not up.

Don’t fight the Fed versus don’t fight the tape…now add in Go Away with October not that far over the horizon.

Conclusion: Time for a tweak that will further soften the impact of market action via interest and dividends.

Impacted by this move…JNK ..VTI…CSJ…RJA…ALD…BSV

Contact me, if you wish, for the specifics of what actions I have taken

Richard, Rich, Richie, Dick, RMG and….Smiley

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