Dec 08
Holy Grail Portfolio Analysis
Analysis for the seven portfolios actively tracked on Premium Content started today. Initial information for the AA-Mosaic Portfolio is available for clients to view and the updated spreadsheet is available.
Over the last few weeks I’ve done a modest amount of buying. Several portfolios did receive an influx of cash providing the opportunity to both work toward the projected asset allocations and rebalance existing allocations were necessary.
If the November 20-21 lows are not retested over the next several weeks, we can expect to see higher market numbers through April of next year.
Now is an excellent time to finalize your portfolio plans and prepare to populate or rebalance the portfolio.
Lowell Herr
Photograph: Old Town – Bratislava, Slovakia
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