My Trade Journal for Stock Trades and ETF Investments
Stock Trades are Based on Custom Screens Plus AI Analytics
ETF Investments are Based on Tactical Asset Allocation
Investing Update for the Week Ending August 05, 2022
Friday August 5, 2022It has been another week of very few stocks passing my screens with the net result that I only had one equity trade.
August 03
Valero Energy (VLO – Shares Purchased)
I purchased shares in VLO which represented 6.7% of my portfolio dedicated to equities and tactical asset allocation.
Tactical Asset Allocations
Compared to last week, this week’s weightings have a lower allocation to cash and higher allocations to US equities and bonds.
Investing Update for the Week Ending July 29, 2022
Friday July 29, 2022With the prices of many asset classes increasing recently, it was expected that the cash allocation in my models would fall as allocations were made to various asset classes. As you will see in the table further down in this post, allocations were made this week to both bond and equity ETFs.
I have added the Horizons ReSolve Adaptive Asset Allocation (HRAA) ETF to my weekly chart which shows the performance of a 60/40 portfolio, my tactical asset allocation portfolio and now HRAA. As far as I know, HRAA is the only adaptive asset allocation ETF of its kind. For me, it is very important to know how my investing methodology stacks up against a professionally managed ETF with a similar approach.
July 29
Cenovus Energy (CVE – Shares Purchased)
I purchased CVE at $19.12. The value of the long CVE position was 3% of my portfolio and the stop I will use results in this trade presenting a 0.34% risk.
Tactical Asset Allocations
Open Trades
The only US stock I currently hold is CVE.
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