Portfolio Updates

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Dear Mr. Fundasy,
This will be a Paid Post for you only. I promised you a Private Investment Analyst for the low price of $100 per year. I'm updating you this weekend, due to it being a "major market event". What am I thinking? What am I buying? What am I selling? I'll let you know my thoughts below.
Best,
William
P.S. If you're not Mr. Fundasy and you're a Free Subscriber:
1) Subscribe below if you want these updates. You'll also see the IRR Assumptions on my Research Articles.
2) If you're a student or this price is significantly out of your means, shoot me a message below and I might gift a subscription.