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 account.
I will make the trades on March 1st and post the details shortly thereafter.
Note: 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). You could use DLCMX as a substitute for DBCMX if you need to trade in smaller amounts.
Note: 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). You could use DLCMX as a substitute for DBCMX if you need to trade in smaller amounts.
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
Comments
Post a Comment