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Showing posts from September, 2019

Sept 3, Allocation

No Trades on Sept 3rd. The Equal portfolio:   No trades. The TA portfolio:  No Trades. The Enhanced portfolio:   No Trades. Current Allocation: Large Cap Equity (VONE):     75%   Small Cap Equity (VTWO):      0%   High Yield Debt (JNK):              0%    Inv. Grade Debt (AGG):           25%   Equal Weight Portfolio:   VONE  = 225 Shares VTWO  = 234 Shares AGG  = 248 Shares JNK  = 254 Shares TA Portfolio: VONE   = 700 Shares AGG  = 279 Shares Enhanced TA Portfolio: 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. 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