April 1, 2020 Trades

By
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

Comments

Post a Comment

Popular posts from this blog

What is all the fuss about Bitcoin?

By
Image
"Lack of Clarity gives Birth to Disappointment" ~ Dan Rockwell Bitcoin's meteoric rise What Is Bitcoin? Everyone is talking about it, but what is it? At the most basic level it is an electronic voucher that says you own it (sounds redundant, no?). It is an electronic record stating who owns how many "bitcoin". There is no physical thing that is a Bitcoin, no one has ever seen, or touched, or tasted one. Its power comes from something called the "blockchain" which makes it (to date) impossible to hack or replicate. So although it is nothing, it is not (currently) replicable or hackable and it is transferable (kind of like money without the paper and metal). The blockchain allows for the exchange and creation of more Bitcoin without a third party middleman. No bank is needed to verify the transactions or to store the Bitcoin or validate their authenticity. No one but the blockchain "system" can validate exchanges or create new vo...
Read more

The Retirement Question

By
Image
I have had many people ask me the very difficult question: When can I retire? Most people are looking for an age but underlying this question is a dollar amount. What we really want to know is "When can I retire and live comfortably for the rest of my life without financial worries?". The answer to this has just as much to do with your retirement savings as it does with your age. Without a crystal ball, there is no way to know the exact answer. So like most things, the answer is, "it depends". There are so many unknown's (how long will you live, how will your spending habits change, what will your investment returns look like, what will inflation do)?  But there are also some things that we control and those are what I would like to analyze together. To do this, we will look at the retirement related decisions we make and their impact on retirement age (holding all the unknowable things constant). We will find that decreasing spending is more powerful t...
Read more

Crypto Currency - Just A Worthless Commodity

By
 Prediction: At some point Crypto Currencies will all become worthless. I know that this is a strong statement that will irritate many but a review of the facts about the underlying basis for its value can lead to no other conclusion. Crypto Currency Dynamics: The brilliance of cryptocurrency is in its structure which gets rid of the need for intermediaries in its monetary system. No Governments or banks needed.  This is brilliant. The cost of intermediaries on a system is high, I won't go into that but if you look it up there is plenty written about it. Demand for crypto is strong and growing. People are learning about this new interesting monetary tool and seeing some get rich and it is very enticing. People are justifiably curious and more and more people are dipping their toes into the space. The Crypto Currency Myth:  Supply of crypto is limited. This is the crypto lie that everyone seems to be swallowing. The whole valuation argument for crypto is that it...
Read more