Oct 1, Allocation

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No Trades on Oct 1st.

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, September, April, November, May , March, June, December, August and February. ~ Mark Twain

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