Allocation Example Making 'New Equity High'

Jul 16, 2012

It's still less than 7 months old but this allocation demonstrates what has been working lately.    This 'new equity high' has been driven by REITs, preferred stocks and EM Bond positions.   It's not clear what the benchmark should be on this one --- it's beating 60-40 but it actually holds 'liquid alternative' ETFs -- not equities.     Benchmarks are less important than making new all-time equity highs and generating return at reasonable risk.



New equity high has been driven by some very solid performances in areas like REITs and E.M. Bonds:


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