Current Portfolio Strategy

Cash Checking Acct. / USD / VGSH / >2YR T-Notes Swiss Franc Canadian Dollar Australian Dollar 23.0% 10.0% 5.0% 5.0% 3.0% Cash Fixed Income Alternative Assets Domestic Equities Int'l Equities TOTAL 23.00% 0.00% 40.00% 21.00% 16.00% 100.0%

Fixed Income NY Muni Bonds BND / VFSTX / HYG / PFF - or - Doubleline DLFNY / DBLFX EMB - or - Templeton Global Bond Fund TPINX / Other

0.0% 0% 0% 0%

Investment
Strategy:


Alternative Assets Gold Silver

40.0% 25% 15%

Overweight
Gold,
Cash
and
Short‐Term
U.S.
Treasury
Notes;
capital
will
be
further
allocated
to
EquiFes,
 parFculiary
income
producing
companies
that
pay
a
dividend
and
internaFonal
growth
markets
when
deamed
 appropriate.

 As
the
market
trades
sideways,
I'll
look
to
adjust
allocaFons
around.







Stocks Domestic Index VTI VIG VBR

15.0% 5% 5% 5%

16.00%


23%
 0%


Domestic Sector XLE XOP ENY

6.0% 2% 2% 2%

21%


40%


International VWO EWC EWA EWZ EWS

16.00% 5.0% 2.0% 2.0% 5.0% 2.0%

Por$olio
Alloca+on

Cash
 Fixed
Income
 AlternaFve
Assets
 DomesFc
EquiFes
 Int'l
EquiFes


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