In line with my thoughts in a previous gold post, I've finished selling substantially all of my general stock market exposure. For me, this was XIU, ACWI, VIG, and EEM. This took place over several months and a good deal of it was reinvested into gold ETFs. The remainder is in cash. So far, this has been a terrible trade as stocks have continued to trend higher and gold has gone the other way.
I continue to hold most of my portfolio in single name stocks.
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