If anyone is interested… we have and continue to construct a model portfolio the foundations of which are trends we believe will affect the markets and each of us individually for the next 10 years. These trends are:
1. The US will eventually get its fiscal house in order, and
2. The Chinese economy will mature and transform, and
3. The Euro breaks apart.
For the month of May (as of Friday May 25, 2012) this model portfolio is positive - net of commissions - while the broader markets are down 5%-6% or more.
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Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.