We got news of North America tariffs, 5 years ago we signed the USMCA (new NAFTA) and now it is broken with new tariffs to Mexico and Canada. Is this a posturing or is it just a new tax on the American public? Regardless of the answer to that question, it caused a 1% drop in the market late Friday afternoon, bump in the road or something more? We will see soon enough.

GPMv goes fully invested for February, and Triad goes more aggressive, but keeps a 1/6th position in BIL.

See the Model deck for the history of the Model Portfolios, and the DMS Strategies for the main deck with all the individual strategies. Bamboo Allocation deck of course included - but until we go into Smart Leverage, Bamboo remains a fixed allocation. The High Test deck is included, for entertainment value only.

Happy New Year! January was great, though with a bit of volatility. Let’s work towards a profitable 2025.


…all of the above included in this Zip file.

Good luck out there, and happy investing. Please forward this to anybody who you may think would appreciate it.