Jan 1, 2020 Allocation

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No Trades on Jan 1st.

This is a very tough time for most investors.  The markets feel over priced (they do to me as well) and so people want to make a change.  The problem is that the markets can get much more over priced and so we wait for a signal that it is time to take risk down further.  Right now the risk in the active portfolios is slightly lower than the equal portfolio and I believe this is a good place to remain until we start to see signs of stress.

I apologize for the late posting, I was on vacation last week.  I will post a year end performance review tomorrow.

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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