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finsovet
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Moscow-based bi-lingual blogger, focused on Global/Macro investing and asset allocation. I started as a Russian mutual fund investor in 1999, went for an ETF portfolio late in 2007. Survived the 2008/9 meltdown. I publish a monthly newsletter, Marathon Investor. Forecast free ETF portfolio... More
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Marathon Investor
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Finsovet (Russian) See also marathoninvestor.com
  • Marathon Investor Feb 1 Update 0 comments
    Feb 3, 2013 4:56 AM | about stocks: ITB, RWX, TUR, XLF, WIP, IBB, PCY, BND, VIG

    The Marathon Investor model update is out (link to model description and subscription). Here is a summary of actions in January:

    Jan 11th:

     

     ETF / Ticker% of portfolio
       
    SOLDGLD4.86%
     TLT18.16%
     BND10.98%
     TIP10.36%
       
    BOUGHTTUR6.28%
     PCY29.57%
     RWX4.99%
     WIP8.88%
       
    Commissions 0.21%
    Cash flow -5.57%
    Portfolio Market Value$26,508.37
       
    Holdings for the week of Jan 14th 
     ETF / Ticker% of portf
     PCY40.47%
     BND11.07%
     VIG10.78%
     WIP8.88%
     ITB6.56%
     TUR6.28%
     IBB5.51%
     XLF5.46%
     RWX4.99%
     TOTAL100%

    Jan 25:

    I moved 15% of portfolio from $PCY to $WIP, which resulted in the following allocations by the end of this Friday, Feb 1, before re-balancing:

    (click to enlarge)Asset allocation as of Feb 1 before rebalancing

    Here is the model performance.

    (click to enlarge)Marathon Investor Portfolio Update

    Going into next week I sold out stakes in $IBB, $XLF and $WIP, adding to $ITB, $RWX, $TUR. The complete state of the model after rebalancing is available to the subscribers.

    Disclosure: I am long XLF, TUR, WIP, ITB, RWX.

    Stocks: ITB, RWX, TUR, XLF, WIP, IBB, PCY, BND, VIG
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