June 1, 2020 Trades

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Below are the trades made within the portfolio's on June 1st 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 $49.19
  • Sold 78 shares of VONE at $140.06 with $0.23 SEC Fee. Total proceeds $10,924.45
  • Bought 108 shares of JNK at $101.59 with $0 commission. Total cost $10,971.72
  • Ending cash balance of $1.92
Enhanced TA Portfolio:
  • Cash balance prior to trade $226.46
  • Sold 86 shares of DVY at $82.96 with $0.23 SEC Fee. Total proceeds $7134.33
  • Bought 502 shares of DSL at $14.65 with $0 commission. Total cost $7,354.30
  • Ending cash balance of $6.49
The Portfolios after the trades on 6/1/2020:

Equal Weight Portfolio: 

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

TA Portfolio:

Cash = $1.92
VONE = 389 Shares
AGG = 390 Shares
JNK = 323 Shares

Enhanced TA Portfolio:

Cash = $6.49
VONE = 302 Shares
IEMG = 158 Shares
AGG = 174 Shares
GOVT =  735 Shares
HIX = 2021 Shares
DSL = 1288 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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