March 1, 2019 Trades

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

Equal Weight Portfolio:
  • Cash balance on March 1st = $25.91
  • No Trades
TA Portfolio:
  • Cash balance on March 1st = $116.67
  • No Trades
Enhanced TA Portfolio:
  • Cash balance on March 1st = $52.87
  • Sold 844.47 shares of DBCMX at 9.67, with $7 commission = $8,159.02
  • Bought 83 shares of DVY at $98.23, with $7 commission = $8,160.09
  • Cash after transaction = $51.80
The Portfolios as of 3/1/2019:



Equal Weight Portfolio: 

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

TA Portfolio:

Cash = $116.67
VONE = 775 Shares
AGG = 179 Shares

Enhanced TA Portfolio:

Cash = $51.80
VONE = 454 Shares
IEMG = 158 Shares
KXI = 165 Shares
JXI = 184 Shares
DVY = 83 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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