May 1.2020 Trades

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Below are the trades made within the portfolio's on May1st 2020 followed by a listing of the current holdings in each portfolio.

Equal Weight Portfolio:
  • Cash balance $554.73
  • No trades
TA Portfolio:
  • Cash balance prior to trade $156.00
  • Sold 77 shares of VONE at $128.65 with $0.23 SEC Fee. Total proceeds $9,905.82
  • Bought 103 shares of JNK at $97.21 with $0 commission. Total cost $10,012.63
  • Ending cash balance of $49.19
Enhanced TA Portfolio:
  • Cash balance prior to trade $47.48
  • Sold 76 shares of VONE at $128.65 with $0.23 SEC Fee. Total proceeds $9,777.17
  • Bought 786 shares of DSL at $12.49 with $0 commission. Total cost $9,817.14
  • Ending cash balance of $7.51
The Portfolios after the trades on 5/1/2020:

Equal Weight Portfolio: 

Cash = $554.73
VONE = 225 Shares
VTWO = 247 Shares
AGG = 248 Shares
JNK = 264 Shares

TA Portfolio:

Cash = $49.19
VONE = 467 Shares
AGG = 390 Shares
JNK = 215 Shares

Enhanced TA Portfolio:

Cash = $7.51
VONE = 302 Shares
IEMG = 158 Shares
DVY = 86 Shares
AGG = 174 Shares
GOVT =  735 Shares
HIX = 2021 Shares
DSL = 786 Share3s 

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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