It is a new year!
Wow, 2007 and I have entered the blog o sphere as an investment advisor. Themes for the coming year in my humble opinion in no particular order:
- Buy FXE 129 and below - sell above 147
- Over-weight EWJ
- Over-weight EFA
- Small caps are suppose to outperform - keep them
- Look for growth to outperform value big time in the US
- If you must own bonds make sure TIP is included
- No ETF choice for interational bonds - I use RPIBX when I want the exposure and I do for bond allocations
- Mortgages will hurt returns - avoid at all cost
- Buy single Country ETF for emerging market and avoid EEM
- Global growth will drive returns for 2007

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