V2 Model July 10, 2022 Update

July 10, 2022

Recap

I apologize for the delay in getting this newsletter released. Our newsletter server - Revue - was down on Saturday. We are considering making a change to a new server. I will let you know more in the coming weeks as we finish our review.

The U.S. major market indexes finished higher to begin the second half of 2022 as large technology names provide leadership. As inflation and Federal Reserve (Fed) policy remain the major themes for 2022, investors appear to be optimistic as commodity prices show signs of pulling back, supporting the Fed’s monetary policy objectives. Lower commodity prices could help support economic growth, particularly consumer spending, as well as corporate profits.

V2 was flat this week as we were allocated to Cash.

Performance This Week / YTD

V2 +0.00% / -2.99%

SPY +1.95% / -17.56%

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