what do you recommend I change in the allocation, seriously ?
I don't want to rebalance right now.. its very uncertain out there what will happen to the dollar, what will happen to the yen, what will happen to metals, what happens to rates, what happens to stocks, etc.. ... I am actually very peaceful with this allocation going into rest of the year. I moved 10% out of stocks in March2013 and put it into the US dollars bucket. So its 30% Dollars, 30% gold+silver, 20% real estate, 20$ stocks. I will hold this allocation into next 10 months.
thats the winners portfolio right there. 30% Dollars (paper + Ben Bernanke) , 30% Gold/silver (real money + fear/world-crisis hedge), 20% real estate (housing) and 20% stocks
thats the current allocation
buy something you believe in, that they cannot debase.
SOON, SOMETHIGN GONNA BREAK SOON
and they all know it
if its under $500 million cap, time to buy, I would say, wouldn't you. I mean it has to be a $25 stock, only if it were not $8 today as it is really today. I mean, all said and done, do we long it or do we short it now ?? I am so dazed and confused that I am totally out the stock as of today.