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I am a Moscow-based bi-lingual blogger and investor. Started as a Russian mutual fund investor in 1999, I went for an ETF portfolio late in 2007. Survived the 2008/9 meltdown and love sharing the way I invest. Publisher of the Marathon Investor newsletter, a virtual primer of a balanced... More
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  • 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
    SOLD GLD 4.86%
      TLT 18.16%
      BND 10.98%
      TIP 10.36%
    BOUGHT TUR 6.28%
      PCY 29.57%
      RWX 4.99%
      WIP 8.88%
    Commissions   0.21%
    Cash flow   -5.57%
    Portfolio Market Value $26,508.37
    Holdings for the week of Jan 14th  
      ETF / Ticker % of portf
      PCY 40.47%
      BND 11.07%
      VIG 10.78%
      WIP 8.88%
      ITB 6.56%
      TUR 6.28%
      IBB 5.51%
      XLF 5.46%
      RWX 4.99%
      TOTAL 100%

    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.

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