Allocation Changes Coming To Maxwell: 17 January 2013

Changes are coming to the Maxwell Portfolio.  1) I sold shares of Mid-Cap Blend (VO) and Small-Cap Blend (VB) as those two asset classes are highly correlated with Large-Cap Blend (VTI).  I will be selling off Large- and Mid-Cap Value for the same reason.  As replacements I will be adding shares of gold and emerging market sovereign debt when a buying opportunity arises.

[Read more...]