The Select Countries model portfolio has recently been updated. Changes to the model include as follows:
Buy MSCI Brazil Index EWZ
     5.0% Position; 15.0% Total Allocation
Buy MSCI Taiwan Index EWT
     5.0% Position; 15.0% Total Allocation 
Sell Cash
     Entire Position
 
Taiwan is opening to direct investment from China and that should have a positive impact on the Taiwanese economy. In addition, we [...]

It was a dull week for the stock market - the S&P 500 tacked on all of 4 points (0.47%) - but this may well be remembered in the future as the pivotal week in the great financial crisis of 2007-?. This was the week when the world finally recognized the damage wrought not by [...]

It seems the stock market has reached a crossroad between an improving economic backdrop and increasing nervousness about the direction of long term policy under the Obama administration. The economic outlook has gone from bleak and getting bleaker to bleak but not getting bleaker over the last two months and that was enough to get [...]