July 31, 2018 Allocations

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Monthly Portfolio Update:


There, again, is no change to the tactical allocation for August:  
  • Large Cap Equity:  100%  
  • Small Cap Equity:    0%  
  • High Yield Debt:       0%   
  • Inv. Grade Debt:       0%  

The Equal portfolio: There is $1231.01 in this account so it is time to put some of that money to work in the asset classes that have underperformed.

I will invest approximately half into JNK and half into AGG.  I will do the AGG trade first as it has the higher price (this helps reduce the amount of cash left over after the trades)

The TA portfolio: There will be no trades in this portfolio. 

The Enhanced portfolio: The purchase I made one year ago was KXI.  This is a global consumer staples ETF.  I am going to maintain this exposure so there will be no trades in this portfolio for July.

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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