The U.S. markets are closed tomorrow for Good Friday. This means that today is the last trading day of the month.
That also means that it’s time to check in on your Papa Bear portfolio. Depending on which day of the month you reallocate your holdings, you may not have to do anything, however.
As of this writing, the 3 ETFs to hold are:
VUG
VTV
VIOG
Those were the same as the last trading day of February. If you bought or reallocated then, then you’re all set!
If you’re holding other ETFs, then you’ll want to reallocate to the above list.
If you’re not following the Papa Bear or if you need a refresher, check out this article.
As reminder, this portfolio is completely free, takes just 10 minutes per month to implement, and has been shown to beat the S&P 500 over a full market cycle.
If you have any questions, feel free to post them in the comments.
Happy Easter!
Jason Milton
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Disclaimer: The “Antagonist Stocks and Options Research” newsletter (hereafter: The Antagonist) is an online financial literacy resource. All materials from The Antagonist are intended for informational and educational purposes only. They are not, nor are they intended to be, trading or investment advice or a recommendation that any security, futures contract, transaction or investment strategy is suitable for any person.
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