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CLIENT UPDATES

posted by

LEE MILES

True Balance Wealth December Review

01/11/2023

posted by

LEE MILES

True Balance Wealth November Review

 12/09/2022

 12/06/2022

written by

MASON MILES

Trade

Today we sold all shares of UUP and PFIX. We purchased shares of UBT and GLD. UBT is a leveraged bond fund and GLD is a gold fund. Historically we have used PHYS for our gold holdings. PHYS has a lot of advantages if you plan to buy and hold. We don't see this gold trade as a long term holding at this time. 

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