Monday, June 25, 2012

Current AA

But you know he'll always keep movin'
You know he's never gonna stop movin'
'Cause he's rollin,' he's the rollin' stone
--Gerry Rafferty

Current asset allocation across all financial security accounts:

cash  54%
equities  14%
fixed income  2%
alternative assets  30%

Alternative assets are ETFs/ETNs linked to commodities (14%) and short equity index (16%).

3 comments:

dgeorge12358 said...
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dgeorge12358 said...

An Alternative
Active Bear ETF, unleveraged
May 2012 +13.9% vs -6.0% for S&P 500
~source: Morningstar

fordmw said...

Yes, interesting alternative. Will likely test it out...