Cjgato wrote a post · Jun 3, 2024 10:06

Missed May melt up

Short term savings goals made me risk averse. CLIP and XHLF provided exosure to the short end of the t-bill curve. Both w/ expense ratios under 10bp. Small positions in marginal/junk bond ETFs and ETFs holding AAA loans issued by trusts w/ a small amount of risk bumped return up about 1/5. Probably going to ease back in, not FOMO.

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