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    Simplified Portfolio - 12-2012

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    InfrangibleBank
    The current portfolio strategy allocates 23.0% to cash, 10.0% to short-term US Treasury notes, 5.0% each to the Swiss franc and Canadian dollar, and 3.0% to the Australian dollar. Alternative assets make up 40.0% of the portfolio, with 25% allocated to gold and 15% to silver. Domestic equities represent 21.0% of the portfolio, while international equities are 16.0%. The investment strategy is to overweight gold, cash, and short-term US Treasuries. Capital will be further allocated to income-producing companies and international growth markets when appropriate. As the market trades sideways, allocations will be adjusted.

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    Simplified Portfolio - 12-2012

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    InfrangibleBank
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    The current portfolio strategy allocates 23.0% to cash, 10.0% to short-term US Treasury notes, 5.0% each to the Swiss franc and Canadian dollar, and 3.0% to the Australian dollar. Alternative assets make up 40.0% of the portfolio, with 25% allocated to gold and 15% to silver. Domestic equities represent 21.0% of the portfolio, while international equities are 16.0%. The investment strategy is to overweight gold, cash, and short-term US Treasuries. Capital will be further allocated to income-producing companies and international growth markets when appropriate. As the market trades sideways, allocations will be adjusted.

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    The current portfolio strategy allocates 23.0% to cash, 10.0% to short-term US Treasury notes, 5.0% each to the Swiss franc and Canadian dollar, and 3.0% to the Australian dollar. Alternative assets make up 40.0% of the portfolio, with 25% allocated to gold and 15% to silver. Domestic equities represent 21.0% of the portfolio, while international equities are 16.0%. The investment strategy is to overweight gold, cash, and short-term US Treasuries. Capital will be further allocated to income-producing companies and international growth markets when appropriate. As the market trades sideways, allocations will be adjusted.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    30 views1 page

    Simplified Portfolio - 12-2012

    Uploaded by

    InfrangibleBank
    The current portfolio strategy allocates 23.0% to cash, 10.0% to short-term US Treasury notes, 5.0% each to the Swiss franc and Canadian dollar, and 3.0% to the Australian dollar. Alternative assets make up 40.0% of the portfolio, with 25% allocated to gold and 15% to silver. Domestic equities represent 21.0% of the portfolio, while international equities are 16.0%. The investment strategy is to overweight gold, cash, and short-term US Treasuries. Capital will be further allocated to income-producing companies and international growth markets when appropriate. As the market trades sideways, allocations will be adjusted.

    Copyright:

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    Current Portfolio Strategy

    Cash Checking Acct. / USD / VGSH / >2YR T-Notes Swiss Franc Canadian Dollar Australian Dollar 23.0% 10.0% 5.0% 5.0% 3.0% Cash Fixed Income Alternative Assets Domestic Equities Int'l Equities TOTAL 23.00% 0.00% 40.00% 21.00% 16.00% 100.0%

    Fixed Income NY Muni Bonds BND / VFSTX / HYG / PFF - or - Doubleline DLFNY / DBLFX EMB - or - Templeton Global Bond Fund TPINX / Other

    0.0% 0% 0% 0%

    InvestmentStrategy:

    Alternative Assets Gold Silver

    40.0% 25% 15%

    OverweightGold,CashandShortTermU.S.TreasuryNotes;capitalwillbefurtherallocatedtoEquiFes, parFculiaryincomeproducingcompaniesthatpayadividendandinternaFonalgrowthmarketswhendeamed appropriate. Asthemarkettradessideways,I'lllooktoadjustallocaFonsaround.

    Stocks Domestic Index VTI VIG VBR

    15.0% 5% 5% 5%

    16.00%

    23% 0%

    Domestic Sector XLE XOP ENY

    6.0% 2% 2% 2%

    21%

    40%

    International VWO EWC EWA EWZ EWS

    16.00% 5.0% 2.0% 2.0% 5.0% 2.0%

    Por$olioAlloca+on
    Cash FixedIncome AlternaFveAssets DomesFcEquiFes Int'lEquiFes

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