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 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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