Tactical Allocations

The markets have recovered to the point where I am now moving back into large cap equity VONE .  I will be selling AGG  as that was the purchase one year ago and will use the proceeds to buy VONE in both the TA  and  Enhanced  portfolios . I will make these trades today, Monday November 2, 2020 and will post the details of the trades later today. Note: The sells are approximately 1/12th of the total portfolio and will be made tomorrow. This will bring my Investment Grade Bond holdings to 0%. The Equal portfolio:   Buy as much  AGG  as I can with cash in the account. The TA portfolio: Sell 95 shares of  AGG Buy as much  VONE  as possible with proceeds and cash  The Enhanced portfolio: Sell 87 shares of AGG Buy as much  VONE  as possible with proceeds and cash Allocation Prior to trades: Large Cap Equity (VONE):     26%   Small Cap Equity (VTWO):     34%   High Yield Debt (JNK): ...

 I continue the move into small cap equity this month. In both the TA and Enhanced portfolios  I will buy  VTWO . TA will be selling AGG .and the Enhanced portfolio will be selling the rest of GOVT . I will make these trades today, Monday November 2, 2020 and will post the details of the trades later today. 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 94 shares of  AGG Buy as much  VTWO  as possible with proceeds and cash  The Enhanced portfolio: Sell 367 shares of  GOVT Buy as much  VTWO  as possible with proceeds and cash Allocation Prior to trades: Large Cap Equity (VONE):     34%   Small Cap Equity (VTWO):     17%   High Yield Debt (JNK):            32%    Inv. Grade Debt (AGG):     ...