(Click to enlarge)
Above is a performance chart of the portfolio I recommended on December 6th, 2008. The S&P 500 is included only to aid comparison.
One of the reasons I have not posted much recently is that I stand by the December 6th repositioning, and I have not come across any particularly good deals since. The repositioning was intended to be long only, with a "buy on dips" strategy.
Finland continues to underwhelm. In retrospect, there is no real reason to allocate any money to developed nations, and Finland was a bizarre nod to that notion. Agriculture has been flat do to excellent harvests. Other than that I feel pretty good about the whole thing.
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