Skip to main content

Take a Little Money off the Table

By Rick Walter

It's been 11 days since I've made a post. I must have been in a writer's funk. Ha-Ha-ha. I posted, on 8/18/2009, the total returns for our model portfolios which are based on accepted investor risk profiles with each portfolio following set asset allocation percentages. With the markets steadily moving upwards, it has been easy to make adjustments to each portfolio, taking advantage of the markets climb while avoiding many other riskier assets.

I have been projecting a pull-back since last month but no such event has happened yet. However, if you look at the declining yield on the 30 year (long) treasury bond - 4.2833% a week ago to 4.2265% today, it would paint a different picture. What does declining treasury yields mean or suggest for the average investor? Well, it suggests that you should tread carefully because uncertainty is beginning to rear it ugly head, and with uncertainty comes volatility which is followed by market declines or unexplained market gyrations. It may be a good idea to take a little money off the table today.

I am still researching and looking for some good Asian ETF funds for a possible investment and recommendation. I have made a little progress on finding a few funds worthy of a look. The real issue seems to be whats inside (holdings) of the funds. I hope to posts something, as soon as I wade through all the fluff.

Comments

Popular posts from this blog

Morning Update

By Rick Walter Still working on putting together a strong biotech portfolio. Here is a good general article on the state of the biotech industry that was posted yesterday on the online Wall Street Journal's site- Biotech Stocks Hot Right Now, Ho-Hum in the Long Run.

Portfolio Update

By Rick Walter I have posted a new Biotechnology portfolio . It's total return as of November 25, 2009 is 3.4%. However, to download and use it you will have to subscribe to the portfolio, of course. On an important note, I consider each portfolio to be well diversified in its particular sector but I've recently decided to add stock futures and options positions to each portfolio which will increase each portfolio's return but lower the risks going forward.

Portfolio model updates

Portfolio updates based on our Tactical Asset Allocation Model: Conservative - total return as of 8/18/2009: 5.3% Moderate Conservative - total return as of 8/18/2009: 3.9% Moderate - total return as of 8/18/2009: 7.8% Moderate Aggressive - total return as of 8/18/209: 25.2% Aggressive - total return as of 8/18/2009: 14.9% Email or call us to learn more, open an account, invest or subscribe to any one of our great portfolios based on our tactical asset allocation models: 1-800-785-4953 . You can find additional details on these portfolio models at IAPeQ.com . 8/18/2009 11:07 AM