An Investor's Log, Week 5

Here's what happened to my portfolio last week, and the weeks before:


My US EU funds did not perform so well as the indices, which is either due to time lag or their own characteristics. Also, I put ~6% on an oil-related FOF. My portfolio now looks roughly like this: 15% gold, 6% oil, 15% US stock, 10% EU stock, 9% Emerging markets stock, 7% global bonds, 31% cash.

I am still waiting for the proper time to buy. Also going to open an overseas account. Investing in mainland China sucks. Too many restrictions. I will have to deal with some technical issues before truly making global investments.


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