Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
Support MFO
Donate through PayPal
Mutual Fund Research Newsletter ... New Model Portfolio Fund and Asset Allocations
@Old_Skeet Thanks for the link. I will add these thoughts to my bonds vs. cash considerations as the time for my year end portfolio tune up approaches.
"Our current Model Stock Portfolio bears many resemblances to the one from a year ago since I still believe that several of its basic premises remain valid. These are
-International stocks remain the category with the most forward-looking promise. -Value stocks are likely to be a better place to be than Growth Stocks. -Sector funds, if chosen at all, should represent the most undervalued sectors available."
For information purposes ... I am about 35% foreign equity within my own portfolio. In addition, I am overwieght the materials and energy sectors (plus a couple of others) by a couple of percentage points above the weightings currently found in the S&P 500 Index. And, value stock make up about 40% to 45% of my equities. So, it looks like I am good to go as I have aligned parts of my portfolio along the lines of his bullet points not knowing his thinking until recently. Seems, we derived at much of the same conclusions.
Comments
"Our current Model Stock Portfolio bears many resemblances to the one from a year ago since I still believe that several of its basic premises remain valid. These are
-International stocks remain the category with the most forward-looking promise.
-Value stocks are likely to be a better place to be than Growth Stocks.
-Sector funds, if chosen at all, should represent the most undervalued sectors available."
For information purposes ... I am about 35% foreign equity within my own portfolio. In addition, I am overwieght the materials and energy sectors (plus a couple of others) by a couple of percentage points above the weightings currently found in the S&P 500 Index. And, value stock make up about 40% to 45% of my equities. So, it looks like I am good to go as I have aligned parts of my portfolio along the lines of his bullet points not knowing his thinking until recently. Seems, we derived at much of the same conclusions.
Old_Skeet