I never wanted another
Come over to me and discover
--Orchestral Manoeuvres in the Dark
Current asset allocation in securitized (paper) form:
Stocks 13%
Fixed income. 1%
Alternative assets 28%
Cash 58%
Alternative assets mostly include precious metal ETFs and stocks are primarily in PM miners.
Primary goal this year is to broaden equity exposure to include a stable of dividend payers. Not too much too fast, though, given elevated valuation levels and field position. Hoping to use lower prices to my advantage.
Friday, January 18, 2019
Current AA
Labels:
asset allocation,
bonds,
cash,
commodities,
fund management,
gold,
silver,
valuation
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