Dec 03 2008
Asset Allocation: Portfolio Plan
Investors with cash available after tax selling are now looking for ways to put that cash to use. Link to this “movie” to view one example of how an investor might restructure their portfolio.
Even if this is not a market bottom, long-term investors need to rethink the asset allocation of their portfolios. The model shown in the “movie” is one of several portfolios tracked within Premium Content. Currently, this particularly portfolio carries over 50% in cash and that is one reason for laying out a plan for future investments.
This morning, VOE and VNQ were added to this portfolio. Additional limit orders are placed for different asset classes.
Lowell Herr
Photograph: Halloween in Bratislava, Slovakia
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