March 2, 2020 Trades

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Trades made within the portfolio's on March 2nd 2020 followed by a listing of the current holdings in each portfolio.  The fact that the market is up today seems to support the idea that Bernie Sanders standing in the Democratic primaries were having an impact on markets last week in addition to Coronavirus.

Equal Weight Portfolio:
  • Cash balance prior to trade $1,566.63
  • Bought 13 shares of VTWO at $119.90 with no commission.  Total cost $1,558.70
  • Ending cash balance $7.93
TA Portfolio:
  • Cash balance prior to trade $1,298.65
  • Sold 78 shares of VONE at $138.86 with $0.23 SEC Fee. Total proceeds $10,830.85
  • Bought 104 shares of AGG at $113.75 with $0 commission. Total cost $12,092.08
  • Ending cash balance of $37.42
Enhanced TA Portfolio:
  • Cash balance prior to trade $974.83
  • Sold 86 shares of DVY at $94.175 with $0.23 SEC Fee. Total proceeds $8,098.82.
  • Bought 78 shares of AGG at $116.27 with $0 commission. Total cost $9,069.06.
  • Ending cash balance of $4.59
The Portfolios as of 3/2/2020:



Equal Weight Portfolio: 

Cash = $7.93
VONE = 225 Shares
VTWO = 247 Shares
AGG = 248 Shares
JNK = 264 Shares

TA Portfolio:

Cash = $37.42
VONE = 544 Shares
AGG = 476 Shares

Enhanced TA Portfolio:

Cash = $4.59
VONE = 378 Shares
IEMG = 158 Shares
DVY = 86 Shares
AGG = 174 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. 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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