July 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 July 1st = $1,405.83
  • Bought 8 shares of JNK at $108.57 with $7 commission. Total cost $875.56
  • Bought 4 shares of AGG at $111.11 with $7 commission. Total cost $451.44
  • Ending cash balance of $78.83
TA Portfolio:
  • Cash balance on July 1st = $1,163.14
  • Bought 10 shares of AGG at $111.11 with $7 commission. Total cost $1,118.10
  • Ending cash balance of $45.04
Enhanced TA Portfolio:
  • Cash balance on July 1st = $392.91
  • No Trades
The Portfolios as of 7/1/2019:


Equal Weight Portfolio: 

Cash = $78.83
VONE = 225 Shares
VTWO = 234 Shares
AGG = 248 Shares
JNK = 254 Shares

TA Portfolio:

Cash = $45.04
VONE = 775 Shares
AGG = 189 Shares

Enhanced TA Portfolio:

Cash = $372.19
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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