Monday, November 27, 2006
re-balance
I switched half of my emerging market fund to european fund. Now my fund allocation is roughly as follow:
30% Global Emerging Markets
20% Asia incl China
5% Japan
25% Europe
10% Gold
10% New Energy + Technology
My investment theme is still about globalisation with lower production cost, lower energy effeciency etc.
30% Global Emerging Markets
20% Asia incl China
5% Japan
25% Europe
10% Gold
10% New Energy + Technology
My investment theme is still about globalisation with lower production cost, lower energy effeciency etc.
# posted by Lobo @ 4:57 AM 
