Happy weekend to everyone and to those in the US I hope you enjoy the long 3 day weekend.
Personal Update: About six months ago I committed to making quality of life changes in my life and I've been working on executing that plan. One big goal & accomplishment was finding a new job that was personally fulfilling and less stress. I made that change about 6 weeks ago and I could not be happier. It took awhile but I've found a role that I genuinely enjoy and I'm working with some great people.
Another quality of life change that I've committed to is giving myself options in my life. I'm working with a great team of people from Primerica and I've been working on my state life insurance exam and passed this morning! Next will be the series 66. If I can learn a new skillset and help others as a result, then this is a worthwhile endeavor.
For me, two of the most important things in life are 1) giving myself options into the future and 2) never feeling stuck. You can always make a plan for change but you have to commit to that change. Sometimes it's difficult and takes some time, but you have to stay committed. I'm proud because I set these goals into place ~6 months ago and now I'm seeing the fruit of that effort.
Weekly Performance: Overall while the portfolio was down 85bps, the defensive nature of the portfolio helped ensure we were less worse than the major indexes (S&P 298 bps, DJIA 273bps & Nasdaq 343bps). While I'd love to be net positive, the majority of the portfolio is invested in IRAs so I'm limited by the amount of short selling that I can do.