From the table above you can see we have handily out performed the 3 major indexes for the past year. Tech heavy Nasdaq has been on a tear and we have even outperformed that over the past 3 years without having all our eggs in big tech.
Our portfolio is currently broken up over the following sectors:
and spread throughout the following countries
You can find a list of our 5 largest holdings here if you are interested.
I am always a glass half full type of person, but I am unsure of the market ahead - which is why I have started playing around with portfolio insurance. It is an interesting idea, but I still do not know if it will work.
Having said that, I have taken a few new positions recently that I have not had a chance to write up yet - so stay tuned, I think you will like them.
Not Investment Advice
As always, this is not investment advice. Do your own research. Consult your professional advisors.