November 2, 2020 Allocation

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 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):          16%  
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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