The GA has repositioned the cargo holes to more or less match the possible holdings of JUCIX and DBLTX. 50% of the portfolio is still in cash waiting for JNK to set up for a buy, which doesn't appear to be in the cards this next week. If I had to be in one of the four below JNK...'spring' would win hands down. The bottom pick would be IEF or 'winter' the mirror opposite of 'spring'.
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