POWERFUND PORTFOLIOS Since 2002
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Conservative Trade Center

In the chart below you'll find information detailing the latest trade in the Conservative Powerfund Portfolio. Funds listed in the Decreased section had their overall allocation lowered, but weren't removed form the portfolio completely. Funds in the Increased section were holdings that we already owned that we decided to add to. Wave goodbye to the funds in the Removed section - we've sold our entire stake of these holdings. Brand new additions to the Conservative Powerfund Portfolio will be listed in the New section.

MOST RECENT TRADE - TRADE DATE: April 3rd, 2020
CHANGE NAME/TICKER PRE POST
iSHARES JP MORGAN EM BOND (LEMB)7%7%
FRANKLIN FTSE GERMANY (FLGR)7%6%
Homestead Value Fund (HOVLX)7%6%
VANGUARD ENERGY (VDE)10%8%
VANGUARD FTSE EUROPE (VGK)12%10%
DODGE & COX GLOBAL BOND (DODLX)30%0%
VANGUARD LONG-TERM BOND (BLV)6%0%
VANGUARD MORTGAGE-BACKED SECURITIES (VMBS)6%0%
VANGUARD SHORT-TERM BOND (BSV)15%0%
Franklin FTSE South Korea (FLKR)0%5%
iSHARES EDGE QUALITY FACTOR (QUAL)0%5%
Schwab US TIPS (SCHP)0%26%
VANGUARD ST INFLATION PROTECTED (VTIP)0%27%