In this newsletter we report that returns YTD through August had already exceeded 50% for two of the four portfolios. A daily plot during the correction and recovery shows how the more conservative two portfolios prevented significant drawdown using bonds and shifted back to stocks in time to benefit from the V recovery.

Below is the link to the unaltered newsletter sent on September 1, 2020.

https://mailchi.mp/4c28627fce7b/l2s6u99qzv-4773202