I gave some thought to three optional positions over the weekend. I considered grabbing a bottom in low-grade corporate bonds (HYG) instead of making the switch to IEF; I considered taking a higher-yielding position in currencies than the FXF selection, with FXA having recently raised rates and being a liquid, moving currency, or with FXM at slightly higher yield and little tendency to move; and lastly, I considered grabbing a bottom in REITs, either REM or REZ. I don’t know what I would have ditched to hold a position in REITs.

In the end, though, I decided to stick with the system picks. You can see my position weights as of February month-end here.