Dec 29, 2017 Allocation

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Monthly Portfolio Update:

The new tactical allocation for December will be:  
  • Large Cap Equity:  100%  
  • Small Cap Equity:    0%  
  • High Yield Debt:       0%   
  • Inv. Grade Debt:       0%  
Look for a re-cap of performance on January 2nd.

The Equal portfolio: There will be no trades in this account in December. The cash balance at month end is $734.94.  Total market value of this fund is $106,899.35. I will only rebalance when weightings get off by 5% or more (i.e. one of the asset classes has less than a 20% or more than a 30% weighting) or the cash balance is over $1000.

The TA portfolio: There is no change from the previous month so no trade is needed for this portfolio. The cash balance at month end is $613.89. The total market value of this portfolio at month end is $112,438.13.

The Enhanced portfolio: There is no change in allocation for this portfolio however there is $3,643.69 in cash which will be invested into JXI. The total market value of this portfolio at month end is $107,728.29.

I will buy as much JXI as possible with the cash in the account.

I will make the trade on January 2nd and post the details shortly thereafter.

Disclaimer:
Past performance is not a guarantee of future performance.  This strategy is presented for informational purposes only and is not a solicitation to buy or sell any securities. October is one of the peculiarly dangerous months to speculate in stocks in.  The others are July, January, September, April, November, May , March, June, December, August and February. ~ Mark Twain

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