Monday, August 09, 2010

Comment on this model portfolio

First the necessary disclaimer: The following is provided for educational and entertainment purposes only. The information that follows is neither an offer nor a solicitation to buy or sell securities and/or investment vehicles of any kind. In all cases, individuals are encouraged to do their own research and seek investment and tax advice from qualified, certified professionals properly licensed in the country or locality in which they reside.

Assume equal amounts invested--

Group 1: Playing the yield game:

Pimco High Income Fund

Strategic Global Income Fund

iShares S&P U.S. Preferred Stock Index

MFS Special Value Trust

Group 2: Hedge with the general market:

Standard & Poor's Depositary Receipts

Group 3: Buy Cheap Protection Against Inflation:

Health Care REIT Inc.

Fidelity Inflation-Protected Bond (FINPX)

Fidelity Real Estate Income (FRIFX)

Fidelity Strategic Real Return (FSRRX)

Group 4: Insurance for when the SHTF:

SPDR Gold Shares (GLD)



What do you think?

1 comment:

  1. Physical gold would be handy if the SHTF. Not having acquired a meaningful inventory, I was thinking of laying in some number of cases of whiskey for barter.

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