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.
January 17, 2013 by