Benjamin Martin: May I sit with you?
Charlotte Selton: It's a free country. Or at least it will be.
--The Patriot
Current liquid financial asset allocation as we head into the back nine:
cash 60%
equities 21%
alternative assets 15%
fixed income 4%
Alternative assets include short equity 11% and commodities 4%. Fixed income is short duration.
21% equities + 4% commodities - 11% short equities = 14% net long risky assets
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1 comment:
I decided to go long the dollar. What I’ve found over the years of investing is that when everybody is on one side of the boat, you should go to the other side, at least for a while. So, I’ve gone to other side of the boat—I own the U.S. dollar, and we will see.
~Jim Rogers, June 27, 2011
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