Fear + Anxiety = Tweak
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