Please do make any financial decisions based on the contents of this blog. My blogs are designed to be thought-provoking and introspective, not financial advice. Please do not act on any document unless it is titled “Statement of Advice.” Following a spectacular run up to December, our Defensive 50 (“Tuna Salad Wrap”) experienced a small drawdown, as did most financial assets. Santa was very unkind to markets this Christmas. For our portfolio the biggest detractors were duration government bond ETFs AGVT…
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