Tuesday, May 21, 2019

Asset Allocation at "Peak Bonds"

At this point we have probably finished expanding our allocation to bonds and from here the share will fall again. So, I thought it would be interesting to post a snapshot of our asset allocation here to contrast with in later posts. All the blue segments in this pie chart are equity related including the allocations to private equity and hedge funds, though only the first four are allocated to listed long-only stocks. For the first time I have split the commodities category into actual gold and futures which includes managed futures and the cash used in our own trading. Cash is money in our regular bank accounts.

We don't include our house in the breakdown and there are also debts, particularly a margin loan and our mortgage. This is just the assets side of the picture.

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