April 30, 2018 Allocations

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Monthly Portfolio Update:


There is no change to the tactical allocation for May; The allocation remains:  
  • Large Cap Equity:  100%  
  • Small Cap Equity:    0%  
  • High Yield Debt:       0%   
  • Inv. Grade Debt:       0%  

The Equal portfolio: This account now has $489.18 in cash. There will be no trades in the equal weighted portfolio.

The TA portfolio: This account now has $58.62 so I will not make any trades in this account. 

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 KXI 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 1/3rd of the DSEUX and buy as much KXI as possible with the proceeds and cash (which is $166.74)  on May 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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