Michael:

Thanks for reading and for the kind words.

It sounds like you have a solid plan in place, which is 99% of investing. I personally avoid margin and short positions (I started my career in the mutual fund industry 100 years ago) and instead employ a strict rebalancing strategy, but your strategy sounds interesting.

Edward Iftody is a Communication Coach, author of Surviving Work, a veteran of the Canadian fin-tech industry and a blockchain enthusiast.

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