Although a little early, there were several rebalancing activities within the Curie Portfolio in June. I figured Platinum members would want to see what the TLH Spreadsheet Dashboard is looking like for this portfolio. There are still several asset classes out of balance, but with a market I consider overbought, patience is the word. Limit orders are in place to pick up shares here and there to fill out the under-target asset classes.
The Curie, along with many other portfolios, lost ground this month when compared with the VTSMX benchmark. I can't say it too frequently. It is tough to outperform the broad U.S. equities market.
I did update the ITA Index, our customized benchmark. The new index now includes international bonds.