As we close in on the final hour of Monday market trading, The Twelve has two of the equity positions above the intermediate trendline, Microsoft and Berkshire Hathaway B. Each of these have received 8% and 6% respectively in allocation. On the Crypto front, Ethereum, Ripple, Binance, Bitcoin and Solana all have allocations greater than the minimum 1%.
Even though Microsoft, Berkshire Hathaway B and the Crypto lineup are above the intermediate trendline, the cost isn't clear. There is still economic weakness, tariff headlines and geo-political issues that have to be dealt with. Depending on the outcomes of these existing issues, The Twelve could go up or down from here.
I will have tomorrow's version of The Twelve out to you in the morning. Please pardon my delay in getting this out to you.
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