Hi Tom,
After the buying-extravaganza in 2008/2009, 60 ETF's/stocks were populating my machines. Somewhere in Janaury 2010 the capital value was roughly similar to November 2007, after taking out 25% in 2008/2009 and also adding some(not sure how much).
In January 2010 roughly 25% was taken out to pay a bill. To do this several machines needed to be ended and sold. Made a decision at that time to do some more cleanup, not sure if that was wise or not-wise. Afterwards one feels sad, all those equities that left. My advice to myself is to only execute AIM signals.
So my move was into the direction of a Lazy Portfolio and moving more euro's into dollars. It is all up in price, but my bookkeeping is not up to standard, so don't know how much etc. When more time is available I will have a look if I can produce a report. Also the portfolio needs to stabilize a bit, when buying I like to buy new stuff, that was another reason to go the Lazy way.
So current AIM machines:
US: VTV, VB, VBR
Non-US: IJPN, VWO, VSS, IAPD, IDVY
REIT: VNQ, IASP, IPRP
Also 2 PP's which are for my education.
US: VTI, GLD, TLT, SHY
EU: VGK, PHAUP, IBGL
The US cash is held in SHY.
My cash level is a bit high at the moment, but still reasonable and a bit higher than the Vwave.
My major target is to find a collection of ETF's/stocks that can be AIMed long term. I hope the current selection is helping me on this road.
Kind regards,K
