Asset Allocation

STAY BROADLY DIVERSIFIED AMONG ALL MARKETS

January 11, 2013

“You are not truly diversified until you own something you are really uncomfortable with”
– Peter Bernstein

REASONS TO BUY OR SELL STOCKS

November 9, 2012
  • Personal financial objectives
  • Tolerance for risk
  • Investment time horizon
  • Level of stock prices

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CONSIDER OWNING SOME SCARCE RESOURCES IN YOUR PORTFOLIO

September 21, 2012

SPDR Gold Shares (GLD)
GLD Chart

GLD data by YCharts

Global Timber & Forestry Index (WOOD)
WOOD Chart

WOOD data by YCharts

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BALANCE YOUR ASSET MIX ACCORDING TO YOUR AGE

September 14, 2012
Follow the advice of PIMCO’s Bill Gross:
“Own more stocks if you are young, but more bonds if you are in your 60’s or older.”

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