Trade Summary | March 2019

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Trade Summary

Core Summary:

  • PPT from zero to 4%

  • No changes to existing positions

Mini Core Summary:

  • Replaced MHI with PPT

Rationale:

MHI was sold in the last muni update.

We aren't making any changes this month to the core portions weights as the few buy-rated funds are 'near the top' meaning the heaviest weighted while the sells are nearer to the bottom.

We are adding a new fund to the Core list.