- The portfolio returned -0.62% for the month of July.
- Due to the ongoing volatility, it is safer to take profit and have 60% liquidity which consists of cash, money-market and short-term instruments.
- I will cost averaged back into the market when the volatility is not so large.
The Pursuit of Wealth Thru' Capital Preservation and Appreciation.
About Wealth Journey
An Accreditated Investor's views on wealth management. My views may differ from yours but all roads lead to Rome.
Views expressed are my own and do not constitute advice to the public. Please speak to a qualified financial professional about your investment.
Views expressed are my own and do not constitute advice to the public. Please speak to a qualified financial professional about your investment.
Sunday, July 27, 2008
Investment Portfolio for July 2008
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