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Setup for Portfolio Re-balance

On Friday I took advantage of the relief rally to sell base positions so that I can prepare to re-balance for what I believe will be an inevitable recovery. 

I sold and fully closed out of the following positions:

  • IXJ  Global Health Care ETF
  • NVO  Novo Nordisk
  • SCHB  US Broad Market ETF
  • SCHE  Emerging Market ETF
  • SCHF  International Equity ETF
  • SNY  Sanofi
  • SPY  S&P500 ETF
  • VEU  All World exUS ETF
  • VHT  Health Care Index
  • VWO  Emerging Market ETF

The rationale and strategy is fully explained in the most recent episode of the Wealthsteadig Podcast: