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Open Thread: Lousy Week Edition (What Are You Buying/Selling?)
I did a February 2014 month ending Xray analysis on my portfolio this morning to see how my fund managers might have changed their positioning. I hold a good number of hybrid type funds (about a third) within my fifty two fund portfolio which is divided into twelve sleeves with each sleeve holding between three to six funds with the exception being the two cash sleeves. I wanted to find out how my funds might have tweaked their assets. I discovered that they had collectively reduced fixed income by (-3%) and alternative type assets by (-1%) and raised their allocation to cash by (+1%) and both domestic stocks by (+1%) and foreign stocks by (+2%). Within equities some of the note worthy changes were LCV was decreased and LCG and MCG were increased along with emerging markets which went form 3.8% to 5.6%. This is "partly" due to a little buying I have done in e/m since the first of the year but only a small amount.
Year-to-date I am up 1.8% while my bogey the Lipper Balanced Index is up 1.6%.
Although I have been doing very little … it seems my fund managers have been active.
Comments
Regards,
Ted
Year-to-date I am up 1.8% while my bogey the Lipper Balanced Index is up 1.6%.
Although I have been doing very little … it seems my fund managers have been active.
Old_Skeet