Tallied context this day, to set the get-go point starting midnight tomorrow, am at ...
64% real estate, most of it in HK industrial lofts, where it had traditionally gone from low to high, high to low, low to higher, and higher to higher still, and besides, there is a minuscule but positive yield, less the regulatory hassles, and backstopped by landlord-friendly law and enforcement. Historically went 8X from 2007 to now without leverage.
4+% equity, yields ~4%, emerging market variety, if HK qualifies, and hinged on China
15-% cash
17.5% metals, physical / paper (13.7% / 3.8%), Au, Pt+Pd, and Ag (74% / 19+1% / 5%), no yield, but happy to suffer so and consider such to be 0% yielding cash that would be redeployed should such be required, called for, or agility to be exercised |
