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ALL SEASON INVESTING WEEKLY 02-12-2012

Top Stories Last Week

  • Greek bailout

Greek politicians could not agree on the new cutbacks on Friday. The approval of a second Greek bailout necessary to avoid a messy default will be delayed until next week.

  • Stocks declined

U.S.stocks closed out their first losing week of 2012 on Friday after the failure of Greek politicians to agree upon their latest bailout agreement. Investors' risk appetite waned.

  • ECB and Bank of England kept interest rates on hold

ECB held its interest unchanged at 1%. Bank of England was on hold at 0.5% and added 50 billion pounds to the economy through bond purchase.

  • Chinese inflation rate accelerated

China' inflation rate unexpectedly accelerated to 4.5% YOY in January. This may limit the PBOC's ability to ease reserve requirement further.

Top Stories to Watch This Week

  • Greek bailout

Parliamentary vote on new austerity package is set on Sunday; European Finance minister will meet on Wednesday to approve Greek bailout

  • Japanese GDP is expected to dip

Japanese economy continues to struggle, fourth-quarter GDP is expected to drop by 1.3%.

  • Eurozone GDP is expected to decline

Eurozone's fourth-quarter GDP is expected to decline by 0.4%.

  • US retail sales and housing starts

USretail sales are expected to increase by 0.8% in January, and housing starts to rise 2.1%.

  • Chinese to-be new leader Xi Jinping will visit US next week, to build trust between US and China

Weekly Performance Summary

As market declined, all the portfolios dropped slightly during the week.

Life Cycle Portfolio Solutions WTD MTD YTD 1-YR
(as of 12/11)
5-YR
(as of 12/11)
10-YR
(as of 12/11)
Aggressive -0.9% 1.4% 6.6% 12.4% 16.4% 16.1%
Moderate -0.8% 0.9% 5.2% 12.4% 14.8% 14.4%
Conservative -0.6% 0.4% 3.7% 12.5% 13.7% 12.8%
Defensive -0.4% -0.2% 2.3% 13.2% 12.5% 11.1%
S&P 500 Index -0.1% 2.3% 7.1% 2.0% -0.3% 2.9%
Barclays Bond Index -0.1% -0.6% 0.1% 10.3% 6.9% 5.8%

Disclosure: I am long SPY, IWM, EFA, VWO, IYR, AMJ, GLD, GSG, HYG, JNK, AGG, TIP, IEF, TLT, IYR.