AGGRESSIVE STRATEGY: PORTFOLIO ALLOCATION, 2009-2022
1. Late 2009, early 2010 to mid-2012:
-90% High rated corporate bonds
-10% T-bills or CD's
2. Mid- 2012 to late 2019:
-25% health care
-15% biotech
-35% Asia
-15% Publications and/or utilities
-10% High rated corporate bonds
3. Early 2020 to late 2022:
-90% High rated corporate bonds or life settlement
-10% T-bills or CD's
GROWTH STRATEGY: PORTFOLIO ALLOCATION, 2010-2022
1. Late 2009, early 2010 to late 2014:
-90% High rated bonds
-10% T-bills or CD's
2. Late 2014 to late 2019:
-30% health care
-10% biotech
-20% Asia
-20% Publications and/or utilities
-20% High rated corporate bonds
3. Early 2020 to late 2022:
-90% High rated corporate bonds
-10% T-bills or CD's
CONSERVATIVE STRATEGY: PORTFOLIO ALLOCATIONS, 2010-2022
1. Early 2010 to late 2022:
- 80% Life Settlement or High rated corporate bonds
-20% T-bills or CD's
NOTE: All these strategies you could choose to get more defensive ( stock to bonds ) in the two four year economic cycles from May to October in 2014.
Also note that when we refer to Asia we see the best potential in China, Taiwan, South Korea, Japan and Posibly India.
For the complete analysis of this strategies will be follow in next article.
ice_hot Said,
hmmmmm.... its nice to really outline the strategies on how to ride the tide.... its just that i dont think one can really lock in into the future. the business environment is simply too dynamic for us to come up with surefire strategies...
-the earning student
Posted on March 4, 2009 at 4:25 AM