May 31, 2018 Allocations
![Image](https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgDPR3N8e-j6DrUljbCe5ZtTWFEOLS0gnUk87ZhFc0aPEmkeXCAucMFpX7zVRj34p6NyQqzM0tK_CvaJ07dZ0jCYGdbXj6Li_DTn7tyzOuPDZz5Sz5Ravq6JAEPqDesBQm2-YUCzTTXTrg/s320/allocation.png)
Monthly Portfolio Update: There is no change to the tactical allocation for June (I hope you are not getting bored but investing is not about moving around unnecessarily, that would be expensive) ; The allocation remains: Large Cap Equity: 100% Small Cap Equity: 0% High Yield Debt: 0% Inv. Grade Debt: 0% The Equal portfolio: There will be no trades in the equal weighted portfolio. The TA portfolio: There will be no trades in this portfolio either. The Enhanced portfolio: The portfolio has been active for a full year now. The original investment in DSEUX has not done well so I will sell out of one more section of that. I have been getting killed by my international exposure (the enhanced portfolio has not been very "enhanced"). I will reduce this bias by buying into VONE. I will sell 1/2 of the DSEUX and buy as much VONE as possible with the proceeds and cash on June 1, 2018. I will post the trade detail