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: February 28th, 2020
CHANGE NAME/TICKER PRE POST
Dodge & Cox Global Bond Fund (DODLX)30%30%
Homestead Value (HOVLX)7%7%
Vanguard Long-Term Bond Index ETF (BLV)19%6%
Vanguard Mortgage-Backed Securities (VMBS)12%6%
iShares Global Telecom ETF (IXP)13%0%
Vanguard Extended Duration Treasury (EDV)5%0%
Vanguard Utilities (VPU)6%0%
VANGUARD FTSE EUROPE (VGK)8%12%
FRANKLIN FTSE GERMANY (FLGR)0%7%
iSHARES JP MORGAN EM BOND (LEMB)0%7%
VANGUARD ENERGY (VDE)0%10%
VANGUARD SHORT-TERM BOND (BSV)0%15%