I am going to present an investment portfolio to be tracked over the remaining 11 months and 7 days of 2007 (I should have done this on Jan 1, but the idea of doing a post didn't arrive at a convenient time). The hypothetical portfolio of $100,000 will be invested in exchange-traded securities and mutual funds that reflect what I believe to be an optimal portfolio construction for 2007. We will, at the end of the period, see how the portfolio tracks the broader market. Dividends will be re-invested.
So the portfolio is :
Near misses (securities I did not add, but strongly considered) : FXI, GGP, PXN
The selections represent general principles and specific predictions outlined in the previously written articles :
I herely sign and seal this portfolio on January 23, 2007, bought at the prices today, to be examined on December 31, 2007, in relation to broader market indices.
Let's see how it turns out.