Materials stocks and municipal bonds
We pick the mix of investments that maximizes the expected return while not exceeding a fixed maximum risk.
Stocks have shown a lot of strength in recent weeks. Although broad-based stock index funds have lost over 30% in the past year, they’ve been in a steady uptrend since March. It is now safe to start putting some of our money into stocks. The materials sector has been especially strong, outperforming the broad-based indices. That’s why we’re putting some of our money into it. The rest of our money is going into municipal bonds, which are also doing very well.
Related posts:
- International consumer discretionary stocks and municipal bonds
- Retirement account not allowing munis
- International stocks, Energy, US IPO’s, and munis
- Retail stocks and corporate bonds
- Real estate and foreign stocks
June 8th, 2009 at 1:42 am
[...] allocation has made 1.3%, though our Balanced allocation did lose 0.4%. Our highest return last week came from AFB, a municipal bond fund that returned 1.7%. A large part of that return came from a [...]