April 30, 2019 Allocation

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Allocation:

My signals are saying Large Cap Equity again. Although I still believe this is a lull before a storm. I bought KXI a year ago, and am going to sell that (all that is left) and buy DVY. These trades will take place on May 1st.

Updated Allocations:
  • Large Cap Equity (VONE):    83%  
  • Small Cap Equity (VTWO):     0%  
  • High Yield Debt (JNK):             0%   
  • Inv. Grade Debt (AGG):          17%  

Trades on May 1st.

The Equal portfolio: No trades.

The TA portfolio: No trades. 

The Enhanced portfolio: Sell all 165 shares of KXI and buy DVY with the proceeds. 

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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