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April 30, 2025 2:46 PM
If you have been following recent portfolio updates you realize I am cutting back on U.S. Equities. I am setting various Trailing Stop Loss Orders (TSLOs) under VOO and SCHG in particular while continuing to hold SCHD. Cash raised from sales, new cash, and cash from dividends is invested in SHV, a short-term treasury that is currently paying 4.86%.
Lowell
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