Response: I did certainly take pains to qualify this portfolio, but also know that no theory can predict the future. There is a little real estate exposure in the portfolio, although I agree you have to dig hard to find it. Perhaps if you read my posting(s) on real estate and my bio it will alert you that I am up to my yingyang in real estate and love it. For most investors, their home is all the real estate they want - and it is a big chunk of many total assets by default. Thanks for your comments.
E-Z Stealth ETF Portfolio [View article]