Update August 4, 2014

We will be starting the week off in a defensive mode waiting for the Markets reaction to the Jobs data to be released on Thursday.  The current asset allocation recommendation is approximately 40% Long and 60% Cash.  I am a little heavy still on equities side so I will keep the $SPY Puts in place.  The current model detail is available at Alpha Model Portfolio for your review.  If there are any questions I will be please to respond send your inquiries to 2AlphaVL@gmail.com

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