Monday, May 6, 2013

Asset Allocation Update

My asset allocation has changed as a result of recent re-balancing and recent account mergers. My last asset allocation post saw a 70-30 Stock Bond split with 36% US Stocks, 21% Developed Ex-Us Stock and 12% Emerging Markets Stock. Now, the current situation:


The Other portion is mostly Real Estate. I have reduced the bond portfolio a little bit - mostly because I want to keep them in Klimt, Bernini and El Greco - they have better debt fund options - especially Klimt.

I am fine with this AA. I am quite heavy on Emerging Markets - but that is by design. I am investing for next 30-40 years - and I believe that emerging markets will outperform developed markets significantly over that long a horizon.

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