Apr 30
Sister-In-Law Portfolio #5 Updated
Now suppose you were holding the five asset classes found in the Sister-in-Law Portfolio #5 on April 1, 2009. Was it a good time to be in equities?
Compare the Delta values with those found in the table presented yesterday. Note both the Future annualized projections and the “green” Delta values. Don’t pay much attention to bonds and cash as they are in the portfolio for diversification and protection to the down side rather than for the purpose of providing much return.