Hi ML,

Long time reader. Very informative & gives different prespective.

I was wondering why is your asset allocation portfolio return is just 3.36%.

Priya
Priya | 07.26.07 - 12:40 am | #

Priya,

Very good question. I made the mistake of switching a significant portion of assets to bonds after the Feb 27 sell-off and missed a big part of the run-up.
ML | Homepage | 07.27.07 - 12:10 am | #