Nov 1, 2019 Allocation

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No Trades on Nov 1st.

The markets have been fluctuating for the past six months, one month indicators say to reduce risk the next they say to hold course. This has led to a slower than normal reduction in risk but it has benefited the portfolio returns.  This month we are back to "hold the course" although I expect we will continue reducing risk in coming months.

The Equal portfolio: No trades.

The TA portfolio: No Trades.

The Enhanced portfolio:  No Trades.

Current Allocation:
  • Large Cap Equity (VONE):    67%  
  • Small Cap Equity (VTWO):     0%  
  • High Yield Debt (JNK):             0%   
  • Inv. Grade Debt (AGG):          33%  
Equal Weight Portfolio: 

VONE = 225 Shares
VTWO = 234 Shares
AGG = 248 Shares
JNK = 264 Shares

TA Portfolio:

VONE = 622 Shares
AGG = 372 Shares

Enhanced TA Portfolio:

VONE = 378 Shares
IEMG = 158 Shares
DVY = 172 Shares
AGG = 96 Shares
GOVT =  1055 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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