http://sameersaifan.blogspot.com/2011/03/recommended-portfolio-positioning.html
THIS IS WHAT I HAD RECOMMENDED IN MARCH THIS YEAR ON ASSET ALLOCATION
==========
Long DXY - US Dollar Index -
Short EURO -
Short Equities - SPX , Nasdaq , DJ Industrials -
Short CRB -
Short Oil -
Long Short Term US Treasuries -
Long VIX -
Short Silver -
==========================
IN MY VIEW - WE GOT THE BEST OF BOTH WORLDS ON THE LONG AND SHORT SIDE
I MADE MONEY ON EACH AND EVERY TRADE I RECOMMNDED
THIS IS WHAT I CALL REAL ASSET ALLOCATION
THIS IS EXACTLY WHAT MOST FOHF AND PENSION FUNDS LACK?
I STICK WITH MY PORTFOLIO GOING FWD AND AM 100% SURE THAT IS THE BEST POSITIOING FOR THE COMING 3 - 4 YEARS
ALL OTHER PORTFOLIOS WILL LOSE MONEY IN FOHF AND PENSION FUNDS AND SWFS ETC
THIS IS WHAT I HAD RECOMMENDED IN MARCH THIS YEAR ON ASSET ALLOCATION
==========
Long DXY - US Dollar Index -
Short EURO -
Short Equities - SPX , Nasdaq , DJ Industrials -
Short CRB -
Short Oil -
Long Short Term US Treasuries -
Long VIX -
Short Silver -
==========================
IN MY VIEW - WE GOT THE BEST OF BOTH WORLDS ON THE LONG AND SHORT SIDE
I MADE MONEY ON EACH AND EVERY TRADE I RECOMMNDED
THIS IS WHAT I CALL REAL ASSET ALLOCATION
THIS IS EXACTLY WHAT MOST FOHF AND PENSION FUNDS LACK?
I STICK WITH MY PORTFOLIO GOING FWD AND AM 100% SURE THAT IS THE BEST POSITIOING FOR THE COMING 3 - 4 YEARS
ALL OTHER PORTFOLIOS WILL LOSE MONEY IN FOHF AND PENSION FUNDS AND SWFS ETC
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