March 29, 2018 Allocations

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Monthly Portfolio Update:


There is no change to the tactical allocation for April, 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 $325.80 in cash. There will be no trades in the equal weighted portfolio.

The TA portfolio: This account now has $1013.78 so I will use that to buy as many shares of VONE as I can on April 1, 2018. 

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 VONE and reduce exposure to DSEUX. I am slowly moving this portfolio into a place where it holds only two months worth of allocations in any one security.

I will sell 1/4th of the DSEUX and buy as much VONE as possible with the proceeds and cash in the account on April 1, 2018.  I will post the trade 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. I own all of the securities suggested in all three portfolio's.  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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