Bespoke Investment Group asked some professional financial bloggers where will they invest their money in 2010 and here are the answers:
Starting with 100% cash, how would you allocate it to various asset classes to start the new year?
A Dash of Insight: I see this as a good time for stocks, so give that a plus 10% or so from whatever is the starting point. If you are normally 55% in stocks, this year should be 65%. The main alternative is corporate bonds and financial preferreds. These still have nice yields. You have to watch carefully if the Fed starts to raise rates.
Crossing Wall Street: 100% stocks.
Financial Armageddon: As follows: 60% Treasury bills, 25% bearish stock market ETFs, and 15% gold.
Vix and More: My 2010 allocation is overweight in all types of commodities and emerging market equities, as well as underweight in U.S. Treasuries and cash.
Investment Postcards: Gold 10%, Government bonds 6%, Real estate 10%, Equities 50%, Cash 24%.
World Beta: We follow a tactical approach that trades equities, bonds, real estate, commodities, and currencies. It trades dynamically, and while currently fully invested (and short the dollar), that can change very quickly.
Its a big surprise for me that most blogers had a mainstream, institutional answer. But these are not the best trading blogs and you probably know a few that are better...
No comments:
Post a Comment