An Update On The New Normal Portfolio

Posted on May 2, 2012 by Scott Bell

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I’ve been following Pimco’s “New Normal” meme for a while.

Basically, sometime ago, Mohammed El-Erian gave an interview spelling out how he thought a portfolio should be allocated given their take on things in this era of the “New Normal”.

Below is the initial mix & securities I used to emulate the allocation he suggested & re-balanced quarterly:

And, here’s the latest reporting of how that portfolio is doing vs. the S&P 500.

 

Disclosure: This is not investment advice or an endorsement of any of the products used for this post.

 

 

 

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