haha
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
I remember people unsuccessfully trying to get ***** to give his allocation. In the spirit of show and tell, here is mine.
Cash: 40%
Bonds 7%
REITs 3%
US Stock 25%
Energy 13%
Gold Stks 3%
Japanese Eq 4%
Euro Equity 4%
QQQ LEAP Puts 1%
The bonds are mostly I bonds, or bonds with duration <= 3 years. One bond is long term, with an equity kicker.
The cash is short CDs, and taxable and municipal MM funds.
Energy is a royalty trust, a limited partnership, a driller and a Canadian oil sands producer.
Gold is Canadian exploration cos.
Japan is several property and casualty cos.
Europe is a bank and a consumer products company.
US Stocks are assorted consumer, bank, and utility cos.
I have gains in all equity categories except gold and puts. I have a small unrealized loss in puts, and some booked loss in expired puts. The puts were started to hedge what was formerly a bigger equity portfolio. I have gradually sold US stocks, and now the puts are mainly speculative.
I may sell more US stock, buy more energy. The rest is a pat hand for now.
Sorry, but I can't seem to figure out how to format this in columns. Maybe I need a little more cognac.
Mikey
Cash: 40%
Bonds 7%
REITs 3%
US Stock 25%
Energy 13%
Gold Stks 3%
Japanese Eq 4%
Euro Equity 4%
QQQ LEAP Puts 1%
The bonds are mostly I bonds, or bonds with duration <= 3 years. One bond is long term, with an equity kicker.
The cash is short CDs, and taxable and municipal MM funds.
Energy is a royalty trust, a limited partnership, a driller and a Canadian oil sands producer.
Gold is Canadian exploration cos.
Japan is several property and casualty cos.
Europe is a bank and a consumer products company.
US Stocks are assorted consumer, bank, and utility cos.
I have gains in all equity categories except gold and puts. I have a small unrealized loss in puts, and some booked loss in expired puts. The puts were started to hedge what was formerly a bigger equity portfolio. I have gradually sold US stocks, and now the puts are mainly speculative.
I may sell more US stock, buy more energy. The rest is a pat hand for now.
Sorry, but I can't seem to figure out how to format this in columns. Maybe I need a little more cognac.
Mikey