Hi Allen, The graph I put up from Newport is a summary graph of all the holdings. The 'hold zone' is not really anything (just there to look pretty). It's not a calculation.
Most of mine are set up pretty much as Karw's. The income pieces look a bit more like AIM-High.
Here are the components of mine:
US Equities
FVL, DES, DON
International Equities
DEM, DLS, DTH
Income Components
SCHP, JNK, PSK,
REITs
VNQ, DRW
Precious Metals
IAU
Even with the ex US pieces not behaving well (nor IAU) the portfolio still turned in about 5% for the year, I believe. There was a reasonable amount of trade activity during the year and it looks like it will continue in the New Year.
