October 31, 2018 Allocation

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Happy Halloween Everyone!

 Monthly Portfolio Update:


Although the markets seem scary right now (pun intended), there is no change to the tactical allocation for November but there are trades to be done as cash needs to be invested.
  • Large Cap Equity (VONE):  100%  
  • Small Cap Equity (VTWO):     0%  
  • High Yield Debt (JNK):             0%   
  • Inv. Grade Debt (AGG):            0%  

The Equal portfolio: I will use the cash that has built up in the account to buy more JNK and AGG in approximately equal dollar amounts to rebalance this portfolio.

The TA portfolio: I will use the cash that has built up in the account to buy more VONE as that is where 100% of the allocation currently resides. 

The Enhanced portfolio: The purchase I made one year ago was DSEEX.  I will sell half of that position and buy VONE as I continue to work on adjusting how I add value in this portfolio.  

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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