AA Update

Is there any just cause for feeling like this?
On the surface I'm a name on a list
I try to be discreet, but then blow it again
--Cutting Crew

Updated asset allocation:

cash   45%
commodities   2%
fixed income   3%
precious metals   14%
real estate   31%
short equity   5%

Compared to beginning of year, cash has come down in favor of paying off home mortgage and bumping metals position.

Pretty comfortable with how the pie's divided. Might add to commodity exposure. And if stocks rally, might use price to my advantage to bump short position closer to 10%.