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Morning Matters:

Morning Matters Portfolio Update
by Geoff Garbacz

June 18, 2021

For 2021, the S&P 500 is now up by 12.40% for the year the Russell 2000 is now up by 15.83%. The Morning Matters Portfolio had pulled back to -1.22% down -.04% for the week.

Last year before the great correction we went to cash as the S&P 500 drew down to -30.75%. The portfolio finished at -9.08% for 2020. Only our fourth down year in the thirteen years of recommendations. We expect a big bounce this year.

The portfolio is now 75% invested long, 0% short and 25% in cash, net long 0%. Run as 12 stock portfolio it is up 506.90% through the end of 2019 and is now at 497.74% since inception. This year the portfolio is down by -0.08%.

Here are the current holdings.

[Image 1]

For a listing of all trades both open and closed simply look under Portfolio on the left hand side of the website.

Dividends are not included in our results unless there is a special one time payment.

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