The Futurist

Hiatus

Dear Readers,

Due to a convergence of professional and personal responsibilities, I will not be posting any new articles between now and January 31 (except maybe a year-end roundup).  I will, however, be updating existing articles sporadically.  I also will be starting a different blog on a somewhat different subject, as well as working on updating the book manuscript that I had written up before starting The Futurist (from which many of the articles here are extracted). 

Thanks for your readership, and I will return in 11 weeks time.

GK

The Futurist's Stock Portfolio for 2008.

Early this year, I presented my 2007 portfolio, which will be evaluated on December 31, 2007, in relation to the performance of the S&P500 index. 

I am now going to present my 2008 portfolio, which is to be tracked over the remaining 13+ months between now and the end of 2008, again in relation to the S&P500 index.  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 :

 

This is a simpler portfolio, with less emphasis on gaming, and more on fundamental value-based principles.  The selections represent general principles and specific predictions outlined in the previously written articles :

The Next Big Thing in Entertainment, Part I, Part 2, and especially Part 3

The Culture of Success and Stock Market Capitalization in Developing Countries

The Stock Market is Exponentially Accelerating too

I hereby sign and seal this portfolio, bought at the prices on November 9, 2007, to be evaluated on the last trading day before December 31, 2008.