For the first time since March 2009, International Equities has fallen below CASH. As Cash and Fixed Income move their way up the ranks of the Asset Scale, we will remain disciplined and likewise, make your portfolios more defensive as well, with more bonds and cash.
Domestic stocks, are still firmly rooted in the #1 Asset position. So, alas, we still own stocks—and given that we still find ourselves in a Bull Market, we will keep our toe in the water, continuing to own stocks. Last week’s blog spoke of the “Cash Bogey Check” failing with domestic equities. To reiterate, now would be the time to evaluate your tolerance for risk and your planning needs. For some, adhering to the cash bogey check could result in missed upside, for others, it may mean sleep at night that they can afford and are happy to “pay” for it. Which investor are you?
Rest in the benefits of a tactically managed portfolio that will execute these pivotal changes with your investments. Stale, lazy pie charts espousing 60/40 allocations with a sit-it-and-forget-it advisor approach is not the way of the Liberated Investor. Don’t forget: We’ve got you managed.
As always, thank you for your feedback as we try to keep you updated on the market and your investment portfolios. Lets lock arms, and hunker down, TOGETHER. NOW, more than ever, we want to hear from you!