Friday, April 9, 2010

April aggressive allocation

Aggressive allocation looks at underlying technical strength, sentiment, long term trend, stock market valuations and how 'ahead of the curve' investors are positioned to calculate portfolio allocation.

It gives more weight to technicals and when things are lined up well, the stock allocation can hit 100%

I will list positive and negative contributors to aggressive allocation for the month of April.

Positive factors:
Underlying technical strength
Long term trend

Negative factors:
Market valuations
Sentiment
'Ahead of curve' investor positioning

Allocation for April:
Stocks: 55%
Bonds: 45%

For reference, moderate stock allocation for April is only 35%.

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