Tactical Allocations

Long overdue performance update. Markets have been going strong based mostly on Government stimulus.  While this makes me very nervous, my model says things look good and so it has been adding risk  Performance Charts: Cumulative Returns show the Enhanced portfolio made some strong gains in November and is close to matching the TA portfolio in the long run. Recent returns have strongly favored the Enhanced portfolio as all of its picks have outperformed over the past 3 months.

Big update below because I have been negligent in keeping my spreadsheet up to date.  Below you will find the November 2nd trades, followed by the December 2nd trades.  I will follow up with a performance update through December 8th in a separate post.   Trades made on November 2nd 2020 Equal Weight Portfolio: No trades TA Portfolio: Cash balance prior to trade $448.52 Sold  94 shares of  AGG  at $117.33 with $0.23 SEC Fee. Total proceeds $11,028.79 Bought 91 shares of  VTWO  at $125.19 with $0 commission. Total cost $11,392.29 Ending cash balance of $85.02 Enhanced TA Portfolio: Cash balance prior to trade $843.59 Sold 367 shares of  GOVT   at $27.68 with $0.22 SEC Fee. Total proceeds $10,158.34 Bought 85 shares of  VTWO  at $125.19 with $0 commission. Total cost $10,641.15 Ending cash balance of $360.78 Trades made on December 1st 2020 Equal Weight Portfolio: Cash balance prior to trade $376.16 Bought 3 shares of AGG at $117.81 with $0 commission. Total cost $353.43 Ending cash bala