February 1, 2019 Trades

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Trades made within the portfolio's on February 1st followed by a listing of the holdings in each portfolio.

Equal Weight Portfolio:
  • Cash balance on January 31st = $25.91
  • No Trades
TA Portfolio:
  • Cash balance on January 31st = $53.47
  • Sell 78 shares of VONE at $123.79, with $7 commission = $9,648.62
  • Bought 90 shares of AGG at $106.96, with $7 commission = $9,633.40
  • Cash after transaction = $68.69
Enhanced TA Portfolio:
  • Cash balance on January 31st = $9.74
  • Sold 844.47 shares of DBCMX at 9.40, with $7 commission = $7,931.02
  • Bought 319 shares of GOVT at $24.80, with $7 commission = $7,918.20
  • Cash after transaction = $22.55
The Portfolios as of 2/1/2019:



Equal Weight Portfolio: 

Cash = $25.91
VONE = 225 Shares
VTWO = 234 Shares
AGG = 244 Shares
JNK = 737 Shares

TA Portfolio:

Cash = $68.69
VONE = 775 Shares
AGG = 179 Shares

Enhanced TA Portfolio:

Cash = $22.55
VONE = 454 Shares
IEMG = 158 Shares
KXI = 165 Shares
JXI = 184 Shares
DBCMX = 844.47 Shares
GOVT =  659 Shares

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. 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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