- Deano 28%
- My Blended Benchmark 25%
- US Stocks ($VTI) 26%
- Int’l Stocks ($VEU) 8%
- Commodities ($BCI) 26%
- Bonds ($AGG) -2%
- Bitcoin 60%
My portfolio was positioned well to capitalize on assets/prices going up and to the right with speed.
Central bankers are jaw-boning about tapering. That is a bunch of hogwash. They are going to keep doing what they have been doing…printing the currency into oblivion. It is their only option.
I will remain positioned exactly as I am right now…uncomfortably long risk assets!
This was the best year I’ve had since I started tracking things. No surprise, a monkey could do well in this environment.
Regardless, I detailed why I’m positioned the way I am in this write-up from a few months ago.