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Strategies & Market Trends : Mish's Global Economic Trend Analysis

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To: mishedlo who wrote (19081)12/20/2004 1:27:25 PM
From: RealMuLan  Read Replies (2) of 116555
 
"Going into 2005, I recommend the following portfolio allocation:

* U.S. Stocks - 30 percent
* Gold Stocks (through the streetTRACKS Gold Shares [GLD] exchange-traded fund) - 20 percent
* Cash - 20 percent
* U.S. Bonds - 15 percent
* International Stocks - 15 percent"


I think he should throw in a little foreign/Asian currency, and reduce the share of the US stocks<g>
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