Second half of 2011: Overweight commodities, starting energy, base metals, agriculture and precious metals in order of importance.
First half of 2012: Start to diversify into alternatives, commodities and reduce equities. You may wish to buy some investment grade bonds of longer durations.
Second half of 2012: You may need to start shorting equities, go for CTA alternative funds and investment grade bonds of longer duration.
First half of 2013: The blood bath may have started and you may wish to gather ammunition (cash) to buy up residential properties at 30% discount to today's prices.
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