August 3, 2020 Trades

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 Below are the trades made within the portfolio's on August 3rd 2020 followed by a listing of the current holdings in each portfolio.


Equal Weight Portfolio:
  • No Trades in this portfolio
TA Portfolio:
  • Cash balance prior to trade $281.82
  • Sold  98 shares of AGG at $119.25 with $0.22 SEC Fee. Total proceeds $11,686.28
  • Bought 99 shares of VTWO at $120.25 with $0 commission. Total cost $11,904.75
  • Ending cash balance of $63.35
Enhanced TA Portfolio:
  • Cash balance prior to trade $466.38
  • Sold 368 shares of GOVT at $28.19 with $0.21 SEC Fee. Total proceeds $10,373.71
  • Bought xxxxx shares of GGZ at $9.51 with $0 commission. Total cost $10,831.89
  • Ending cash balance of $8.20
The Portfolios after the trades on 8/3/2020:




Equal Weight Portfolio: 

Cash = $226.25
VONE = 225 Shares
VTWO = 247 Shares
AGG = 248 Shares
JNK = 273 Shares

TA Portfolio:

Cash = $63.35
VONE = 311 Shares
AGG = 390 Shares
JNK = 437 Shares
VTWO = 99 Shares

Enhanced TA Portfolio:

Cash = $8.20
VONE = 226 Shares
IEMG = 158 Shares
AGG = 174 Shares
GOVT =  367 Shares
HIX = 2021 Shares
DSL = 2010 Shares 
GGZ= 1139 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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