May 1, 2019 Trades

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

Equal Weight Portfolio:
  • Cash balance on May 1st = $753.36
  • No Trades
TA Portfolio:
  • Cash balance on May 1st = $617.46
  • No Trades
Enhanced TA Portfolio:
  • Cash balance on March 1st = $392.31
  • Sold 165 shares of KXI at $52.53, with $7 commission = $8,660.45
  • Bought 89 shares of DVY at $100.76, with $7 commission = $8,974.64
  • Cash after transaction = $78.12
The Portfolios as of 5/1/2019:




Equal Weight Portfolio: 

Cash = $753.36
VONE = 225 Shares
VTWO = 234 Shares
AGG = 244 Shares
JNK = 737 Shares

TA Portfolio:

Cash = $617.46
VONE = 775 Shares
AGG = 179 Shares

Enhanced TA Portfolio:

Cash = $78.12
VONE = 454 Shares
IEMG = 158 Shares
JXI = 184 Shares
DVY = 172 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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