April Performance and May Allocation
Our model delivered another positive monthly return: 0.49% for April, 2012.
See previous post for allocation for April (48.8% ACWI, 18.2% GSCI and 33% REIT on 3/30/2012).
The allocation for May preferring Public Real Estate (REIT) and High Yield Bonds (HY):
5.8% ACWI, 58.1% REIT and 36.1% HY