Asset Allocation for 1st Quarter 2012
17th January 2012
Our call to rebalance portfolios by taking profits from Bond Funds to increase allocations back to targets in Stock Funds to start the 4th Quarter proved to be a profitable maneuver. That being said, we do not expect the stock market to do much between now and the November elections, so we are keeping our Asset Allocation at the targets we set three months ago.
We have no additions to our Mutual Fund list or our ETF Watch List for this quarter, but we have added Forward Commodity L/S Strategy (FCOMX) and Grant Park Managed Futures Strategy (GPFNX) to our model portfolios.
Asset Allocation January 2012
