Aug 8, 2019 Trades

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Trades made within the portfolio's on August 8th 2019 followed by a listing of the current holdings in each portfolio.

Equal Weight Portfolio:
  • No Trades
TA Portfolio:
  • Cash balance on Aug 7th = $92.67
  • Sold 75 shares of VONE at $134.53 with $7 commission. Total proceeds $10,082.75
  • Bought 90 shares of AGG at $112.48 with $7 commission. Total cost $10,130.20
  • Ending cash balance of $45.22
Enhanced TA Portfolio:
  • Cash balance on Aug 7th = $744.83
  • Sold 184 shares of JXI at $55.00 with $7 commission. Total proceeds $10,113.00
  • Bought 96 shares of AGG at $112.48 with $7 commission. Total cost $10,805.08
  • Ending cash balance of $52.75
The Portfolios as of 8/8/2019:


Equal Weight Portfolio: 

Cash = $519.00
VONE = 225 Shares
VTWO = 234 Shares
AGG = 248 Shares
JNK = 254 Shares

TA Portfolio:

Cash = $45.22
VONE = 700 Shares
AGG = 279 Shares

Enhanced TA Portfolio:

Cash = $52.75
VONE = 454 Shares
IEMG = 158 Shares
DVY = 172 Shares
AGG = 96 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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