Portfolio Two Stocks Update November 2022

Portfolio Two made some sales and is looking at purchases for late 2022. The portfolio currently has a heavy cash mix, which earns 3.7% in the money market due to increase in interest rates. Other major holdings are VTI which is an ETF tracking the US markets, VEU which tracks non-US markets, and HEFA which tracks non-US markets but hedges against the US dollar (which has increased in value lately, meaning that HEFA performance is much better than VEU).

We will look at some of the stock suggestions for 2022 in a previous post and if we want to make any more investments from the cash or hold it to lower risk.