Archive for 'Portfolio Updates' Category

Update - World Allocation - 3/9

Mar 9th, 2010 by A.I. Research | 0

The World Allocation model portfolio has recently been updated. Changes to the model are:
Buy MSCI Emerging Markets Index EEM
     Raise from 3.0% to 6.0%

Buy MSCI EAFE Index EFA
     Raise from 9.0% to 11.0%
Buy Russell 2000 Value Index [[IWN]]
      Raise from 5.0% to 6.0%
Buy Dow Jones US Real Estate IYR
      Raise from 0.0% to 5.0%
Buy EAFE Small Cap Index SCZ
      [...]

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Update - US Trend Follower - 3/1

Mar 1st, 2010 by A.I. Research | 0

The US Trend Follower model portfolio has recently been updated. Changes to the model are:

Buy Russell 2000 Value Index [[IWN]]
      Raise from 11.25% to 19.58%
Buy GSCI Commodity Index GSG
      Raise from 0.0% to 24.58%
Buy COMEX Gold Trust IAU
      Raise from 7.5% to 14.59%

 
These changes are based on the month end technical readings of the 5 asset classes included [...]

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Update - Int’l Trend Follower - 3/1

Mar 1st, 2010 by A.I. Research | 0

The Int’l Trend Follower model portfolio has recently been updated. Changes to the model are:
Buy GSCI Commodity Index GSG
      Raise from 0.0% to 28.75%
Buy COMEX Gold Trust IAU
       Raise from 7.5% to 15.0%

 
These changes are based on the month end technical readings of the 5 asset classes included in the model.
For the complete list of holdings, or [...]

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