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A Seeking Alpha Article with Mutual Fund Recommendations for more Diversification Courtesy of Montecito Capital Management (M C M) The firm's clients hold positions in many of the securities/funds referenced.
Comments
Courtesy of Montecito Capital Management (M C M) The firm's clients hold positions in many of the securities/funds referenced.
CORE PORTFOLIO* (70% Portfolio) ETFs/
Mutual Funds
Mutual Hedge Funds (L/S) (QEH)/ MFLDX, DIAMX
Alternative Asset (MNA)/ GATEX, GTSOX
Domestic/Int'l Equity (Large Weighting) (CVY)(SDY)/ GHUAX, ICMBX
Multiple Strategy (Large Weighting) (GYLD)/ GRSPX, PRPFX
US Fixed Income (Moderate Weighting) (BSV)(BKLN)/ AVEFX, PYTRX
Emerging Market Debt (VWOB) (PFEM)/ PYEWX
Global/Int'l Debt (BWZ)/ HABDX
SATELLITE PORTFOLIO (30% Portfolio) ETFs/ Mutual Funds
Preferred Shares (PFF)/ CPXAX
High Yield (HYLD) (NSL)/ MWHYX, SFHYX
Convertible Bonds (CWB)/ VCVSX, PCVDX
Hard Assets (REIT,MLP, Commodity, Metals) (SCHH) (AMLP)/ GHAAX, EGLAX
S-Term Trade (F/X, Energy, Volatility)
(XOP)/ MERKX
*All Mutual Funds are Load Waived within our Charles Schwab
http://seekingalpha.com/article/1872341-portfolio-diversification-traditional-alternative-core-with-satellite-tactical-allocations?source=feed