Positive factors:
Long term trend
Long term trend
Neutral factors:
Underlying technical strength
Negative factors:
Market valuations
Sentiment
'Ahead of curve' investor positioning
Allocation for May:
Stocks: 35%
Bonds: 65%
Stocks: 35%
Bonds: 65%
Saturday, May 1, 2010
May aggressive allocation
Negative factors:
Market valuations
Sentiment
'Ahead of curve' investor positioning
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