May 31, 2018 Allocations

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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 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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