Tuesday, March 27, 2012

Rebalance

I've just changed how retirement accounts and an annuity are invested. In general everything has done well year to date up about 15%. What aI did was try and get away from the bottom performing 50% of funds and change to some others. This meant getting rid of small cap and global real estate funds, focusing more on growth, technology, blue chips. I was tempted to chase performance of banking or aim for other sectors but figure I am really in similar well rounded funds with exposure to all many asset classes.

Monday, March 26, 2012

The picture tells the story on my volatility trade

Click image for larger explanation!