For June I sold one health care stock into strength for a nice little 18% gain over a short 7 month holding period. I will probably soon redeploy the proceeds into more Real Assets, either another energy, commodity or precious metals holding.

This will continue my monthly addition into this asset class, which has been on the rise lately as inflation and the war cycles ramp up. My allocation into these holdings has risen mainly on price appreciation over the past few months. We may be in the beginning stage of another long term rally for some of these beaten down sectors especially the miners.

There were no other major changes in my core allocations.

My Plan and allocations can be found in the Investment Plan page in the sidebar.