Jus' the Tip by Ali-Asad

Portfolio Update (31Jan2012) – Setting the Stage for 2012 Investing

Ali-Asad Somjee — Fri, 03 Feb 2012 13:03:44 +0000

Summary: Sold INTC for significant capital gain. Put some cash to use in: 1) Medium / Long duration US govt bonds, 2) S&P 500 Low volatity equities ETF and 3) a dividend equity ETF. New allocation chart to show illustrate riskiness by color coding and shading. We are still in a secular (long term) bear market [...]

Portfolio Update (31Dec2011) – Year End Edition

Ali-Asad Somjee — Thu, 02 Feb 2012 07:59:34 +0000

BONDS (35%) TIPS – Inflation protected US government bonds TLH - Long duration (10-2o year) US government bonds LQD – Investment grade US corporate bonds EMB – Emerging Market government bonds MBB – US government backed mortgage backed securities CASH (31%) $$$ US EQUITY (23%) SPAR – Small US manufacturer of auto parts and services. [...]

Ron Paul & The Reagan Coalition

Ali-Asad Somjee — Mon, 09 Jan 2012 14:02:44 +0000

Ron Paul has two major advantages in the 2012 Republican Primary compared to 2008. Firstly, candidates now win delegates to the nominating convention on a proportional basis to the vote they won, rather than the ‘winner-takes-all’ approach last time. In 2008, Paul won 10% of the votes in Iowa but did not win a single [...]

13 Keys to the Presidency

Ali-Asad Somjee — Tue, 03 Jan 2012 13:51:11 +0000

Allan Lichtman correctly predicted the popular vote winner in the last 7 US presidential elections. How did Lichtman do it? By using a model developed with Volodia Keilis-Borok, a Russion seismologist. Lichtman, an American political historian, and Keilis-Borok met at a conference and then started collaborating on a project to predict the winner of US presidential elections. [...]

Portfolio Update (30Nov2011)

Ali-Asad Somjee — Sun, 18 Dec 2011 16:43:21 +0000

Highlights: Reclassifying SPAR as longer term value investment, Cash up, ECRI recession call making me more weary on equities. BONDS (38%) – This asset class remains a core part of my portfolio as financial crises lead to weak recoveries, which in turn result in persistently low interest rates; the economic environment appears significantly more deflationary due [...]