We are snowed in with freezing rain. That is the condition of Portland for the next few days. Assuming we do not lose electrical energy, tomorrow I plan to lay out the situation of a portfolio that is holding over 50% on cash. Readers will see what happens when one is heavily invested in cash, particularly with a market positioned to move higher. In fact the broad market is beginning to move off the November lows.
The portfolio I will use in my example is one of the seven portfolios tracked over on the Premium Content side of this blog. While I will explain the problem here, I will pose a solution for Premium readers.
Link to 2008 Photos
Lowell Herr
Premium subscription available for $6.99 per month. View portfolio management planning.
Photograph: Image taken off the back porch about an hour ago.
Sphere: Related Content
This is my last Christmas CD recommendation for 2008. As readers know, I am a big fan of anything under the baton of Robert Shaw. I first heard his Collegiate Choir back in the mid to late 1950s. At that time, I was taken with the clarity and diction of his singers, a hallmark of Shaw’s musical work.
“Christmas with Robert Shaw” carries on that tradition. The recommendation this week features The Atlanta Symphony Orchestra and Chorus and a few seasonal favorites included on this recording are: Adeste Fideles, Lo How a Rose, Et In Terra Pax, and the Hallelujah Chorus.
Just a reminder to tune into KBPS (http://www.allclassical.org) to hear the Top 100 countdown for 2008. This will begin the day after Christmas and conclude before we are into 2009. As web users, you can stream this music through your computer. Set it up in advance so you are ready to go on December 26th. When the countdown is complete, I plan to make the latest spreadsheet available and I will again send it into the station.
Lowell Herr
Photograph: Rothenburg, Germany
Link to 2008 Photographs
Premium subscription available for $6.99 per month.
Sphere: Related Content
