This week we remain at DEFCON 3. This means we are now 50% invested for the first time since 12/16/11. Things are getting a bit frothy and having some cash to deploy at lower levels will prove useful. This methodology has resulted in a return of 26.07% versus the S&P 500 return of 6.37%. YTD we are up 6.01% versus the S&P 500 7.30%
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