Jan 31, 2018 Allocations

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Monthly Portfolio Update:

No change to the tactical allocation for January, it remains:  
  • Large Cap Equity:  100%  
  • Small Cap Equity:    0%  
  • High Yield Debt:       0%   
  • Inv. Grade Debt:       0%  
Look for a re-cap of performance soon (lots going on with family so it might take an extra day or two to put it together).

The Equal portfolio: There will be no trades in this account in January.

The TA portfolio: There is no change from the previous month so no trade is needed for this portfolio.

The Enhanced portfolio: There is no change in allocation for this portfolio, however I am going to make a diversifying trade to reduce exposure to DSEUX. I am going to move that into a commodities investment. Commodities tend to do well in the late stages of the business cycle.

I will sell about 8% of the DSEUX and buy as much DBCMX as possible with the proceeds and cash in the account.

I will make the trade on February 1st and post the details shortly thereafter.

The DBCMX has a minimum of $100K (or $5K for an IRA). DLCMX is the same strategy with a little higher fees and lower minimums $2K for regular account and $500 for an IRA).

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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