Feb 28, 2018 Allocations
Monthly Portfolio Update: There is no change to the tactical allocation for March, it remains: Large Cap Equity: 100% Small Cap Equity: 0% High Yield Debt: 0% Inv. Grade Debt: 0% The Equal portfolio: This account now has $1068.65 in cash so it will purchase about $534 each of JNK and AGG (both are now only a 23% weighting in the portfolio). 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. I will increase exposure to commodities DBCMX and reduce exposure to DSEUX. 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 ...