Preparing the Maxwell for TAA Action

Platinum members interested in the quantitative approach to improving returns and reducing portfolio uncertainty for the Maxwell take note.  This morning shares of VTV and VOE were sold making room for VTI, VEU, VWO, VNQ, and RWX.  Check out the asset allocation plan below for this portfolio.

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Newton Portfolio Review: 6 October 2011

While it is a little early to update the Newton Portfolio, shares of NLY were purchased and shares of SDS were sold this week.  Those changes did little to change the asset allocation as shown in the Dashboard worksheet below.

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