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Showing posts from June, 2019

June 30, 2019 Allocation

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My signals are saying  Large Cap Equity  again. Although it is very close to going more conservative again. I bought  IEMG  a year ago and I want to keep that allocation so there will be no trades in the enhanced account this month. I will be doing rebalancing trades in both of the other accounts as they have good sized cash balances now. Updated Allocations: Large Cap Equity (VONE):     83%   Small Cap Equity (VTWO):      0%   High Yield Debt (JNK):              0%    Inv. Grade Debt (AGG):           17%   Trades on July 1st. The Equal portfolio:   Has $1,405.83 and will buy about $800 of JNK and the rest of AGG. The TA portfolio:  Has $1,163.14 and will buy AGG.  The Enhanced portfolio:   No trades. 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 th

Investment Attributes: Curiosity

There are certain attributes that a person can develop to help them succeed in any activity.  To use a sports analogy there are certain muscles or body systems that are key for certain sports. You don't need great endurance for weightlifting and you don't need incredible power for long distance running. So what are the skills or attributes needed to be a good investor?  I will list a number of them and will try to talk about one each month going forward. In my opinion the following attributes are key to becoming a successful investor. Curiosity, Patience, Humility, Conviction, and Discipline Curiosity: All great investors are curious by nature. They want to know how things work. They often enjoy puzzles and riddles. They love to learn about new companies and industries. They are also curious about what could go wrong and what could go right. They research and analyze and ponder upon their investments and the mentality of the markets. They are open to new ide

May 31st, 2019 Allocation

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Allocation: My signals are saying  Large Cap Equity  again. Although it is very close to going more conservative again. I bought  VONE  a year ago so there will be no trades this month. Updated Allocations: Large Cap Equity (VONE):     83%   Small Cap Equity (VTWO):      0%   High Yield Debt (JNK):              0%    Inv. Grade Debt (AGG):           17%   Trades on June 3rd. The Equal portfolio:   No trades. The TA portfolio:  No trades.  The Enhanced portfolio:  No Trades.  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