Summary:
Sold INTC for significant capital gain.
Put some cash to use in: 1) Medium / Long duration US govt bonds, 2) S&P 500 Low volatity equities ETF and 3) a dividend equity ETF.
New allocation chart to show illustrate riskiness by color coding and shading.
We are still in a secular (long term) bear market – so safety first but try to participate in rallies.
Included updated returns and a basic scenario analysis for 2012.
I’ve now broken down the asset allocation pie chart to better illustrate the riskiness of my portfolio at a simple glance. The darker the color shade the safer the asset hence cash being dark blue. Blue is for bonds and Red is for equities. I’ve illustrated gold in, well, gold – which seems appropriate for a commodity whose value stems from its shiny color.
We are still in a secular bear market – long term cycle
Secular Cycles (Source: dshort.com)
Continue Reading... Portfolio Update (31Jan2012) – Setting the Stage for 2012 Investing
