Thu 28 Mar 2013
Wow, until 1PM today, I failed to realize that the market is closed tomorrow and that today is the last trading day of the month … so, quickly — for A7 Full Tilt and Smooth — hold the same proportion of SPY, IWM, and VNQ as last month — allocate last month’s cash into IEF. On balance this is slightly more defensive than last month, presuming that stocks and treasuries remain negatively correlated in the near future.
