oldtime
Registered: Jun 2011
Posts: 7479 |
08-12-12 12:56 PM
I started selling the bonds I wasn't using for income at 126, obviously too early.
Reallocated 10% of liquid net worth to VWIGX
and another 10% to VFWIX
so that takes care of my international exposure
The rest is sitting in cash or my trading account. I was DCAing into the S&P up until 1306. I'll resume that on a decent pullback. (I already have enough in the stock market)
Too much cash (USD) forced me to hedge in a little GLD.
Only thing that is making money now is the trading account which is exclusively in forex, Probably both would do best just trading EUR/USD. But long or short? That is the question. I was short, now I'm long, and I'm looking for a place to take the other side. Not a good time to be sitting in anything too long.
|