Headline Story:

TRIAD:
Gold had a very strong month in May, up over 7% for the month which triggered Triad to put 1/3rd of it's assets into the gold ETF SGOL for June 2021.

GLOBAL NAVIGATOR:
Global Navigator had been in Foreign markets from December 2020 through March 2021 when it switched to the Total US Markets. The Foreign markets are a little stronger again and the strategy goes into the foreign markets for June 2021 in the ETF VXUS.

GLOBAL NAVIGATOR XL:
This strategy also goes into Foreign markets for June 2021 via the ETF VXUS.

More Nuanced Story:

While VXUS does now have a stronger weighted lookback than VTI which tells the Global Navigator strategies to go into VXUS, I have to say, it was only by 0.02% the difference. I look at this as a judgment call. If you are just going into Global Navigator or the XL version, then go into VXUS, if you are already in and in VTI and want to adhere strictly to the strategies, then switch to VXUS (which is what I am doing), but if you want to wait a month and see if it comes back to VTI or stays with VXUS, that's a personal decision for you to make.

Review the Reporting deck for all the information on this past month back to 1980.