December 1st Allocation

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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):           32%   
  • Inv. Grade Debt (AGG):          8%  
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. I own all of the securities suggested in all three portfolio's.  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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