June 29, 2018 Allocations
Monthly Portfolio Update: There, again, is no change to the tactical allocation for July: 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: I will sell out of the remaining DSEUX and will buy IEMG. Emerging markets have been hurt more than most areas as the worry of trade wars has escalated and I believe this is a decent time to re-introduce that exposure. I will sell all remaining DSEUX and buy as much IEMG as possible with the proceeds and cash on July 2, 2018. I will post the trade details shortly thereafter. NOTE: This month I will be adding a couple of sections to my performance review whic...