Monday, September 17, 2012

Rebalance % for TAQK and LM.. 9.17.12


Here are the TAQK and LM model rebalance percentages to be executed today to maintain the programmed allocations. 
Since the 9.15.12 target date fell on Saturday we move to the next open market day...today.
With the markets currently in a narrow range day this is an ideal time to implement the adjustments. 
The percentage numbers apply to the current $ allocations for each component.

If green, add to the position by the stated % amount in $ as close as possible at the current share price.
If pink, sell the position by the stated % amount in dollars as close as possible at the current share price.