Under a blood red sky
A crowd has gathered in black and white
Entering 2014, my asset allocation among securitized (i.e., paper) assets is as follows:
36% alternative assets
2% fixed income
Alternative assets are split between commodity (primarily precious metal) ETFs (21%) and short equity ETFs (16%)
Sole equity position is Pan American Silver (PAAS). International is an emerging markets mutual fund, DFA Emerging Markets Portfolio (DFEMX).
As my view currently stands, will be looking to add to precious metals, short, and international position should the right opportunities arise.