September 1, 2020 Allocation
I continue the move into small cap equity this month. In the Enhanced portfolio I will add to the Gabelli Global Small & Mid Cap Value Trust GGZ . In the TA portfolio I will buy VTWO . Both funds will be selling AGG . I will make these trades on Monday September 1, 2020 and will post the details of the trades later that day. Note: The sells are approximately 1/12th of the total portfolio and will be made later today. The Equal portfolio: Buy as much JNK as I can with cash in the account. The TA portfolio: Sell 103 shares of AGG Buy as much VTWO as possible with proceeds and cash The Enhanced portfolio: Sell 87 shares of AGG Buy as much GGZ as possible with proceeds and cash Allocation Prior to trades: Large Cap Equity (VONE): 34% Small Cap Equity (VTWO): 9% High Yield Debt (JNK): 33% Inv. Grade Debt (AGG): 24% Disclaimer: Past performance is not a guarantee of future performance. This strategy is presented for informational purp