C***r
发帖数: 844 | 1 1. retirement accounts: increase stock allocation from 95% to 100%. Stocks
are more attractive than bonds/cash at current price.
2. us/international: maintain current 40% allocation to Intl. Within Intl,
overweight developed market (especially Japan) while underweight emerging
market, continue to largely stay away from mainland China market.
3. continue to buy the whole market. but if the financial and housing
sectors continue to weak, will consider buy them. Bearish on commodities
sector (gold |
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