I'm buffing up the portfolio with some names that have shown strength during this dip. I'm also adding gold as my continued effort to capture the positive aspects of the permanent portfolio, now that it has bounced up from 1150'ish for the third time since it's major decline.
$GLD $TJX $ED $COST $PEP
If we see S&P500 fall through it's 200-day, likely these entries will be more lost money. Defensive names only work up to a point.
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