April 1, 2020 Trades

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Below are the trades made within the portfolio's on April 1st 2020 followed by a listing of the current holdings in each portfolio.

Equal Weight Portfolio:
  • Cash balance prior to trade $372.33
  • No trades
TA Portfolio:
  • Cash balance prior to trade $472.32
  • Sold 86 shares of AGG at $115.06 with $0.24 SEC Fee. Total proceeds $9,894.92
  • Bought 112 shares of JNK at $92.23 with $0 commission. Total cost $10,329.76
  • Ending cash balance of $37.48
Enhanced TA Portfolio:
  • Cash balance prior to trade $942.91
  • Sold 320 shares of GOVT at $28.14 with $0.23 SEC Fee. Total proceeds $9,004.57
  • Bought 2021 shares of HIX at $4.92 with $0 commission. Total cost $9,943.32
  • Ending cash balance of $4.16
The Portfolios after the trades on 4/1/2020:



Equal Weight Portfolio: 

Cash = $372.33
VONE = 225 Shares
VTWO = 247 Shares
AGG = 248 Shares
JNK = 264 Shares

TA Portfolio:

Cash = $37.48
VONE = 544 Shares
AGG = 390 Shares
JNK = 112 Shares

Enhanced TA Portfolio:

Cash = $4.16
VONE = 378 Shares
IEMG = 158 Shares
DVY = 86 Shares
AGG = 174 Shares
GOVT =  735 Shares
HIX = 2021 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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