Model Asset Allocation Update (March 2025)
Source: SeekingAlpha
2025-03-25 12:18:05 ET
Summary
- Extreme excesses in U.S. federal government spending make future inflation likely.
- My Model Asset Allocation Portfolio (the "Portfolio") has been designed to protect against inflation.
- This article analyzes the Portfolio's 1st quarter performance (through March 21, 2025).
Model Allocation Update (March 21, 2025)
This article provides ongoing analysis of my Asset Allocation Model for 2025 (the " Model Allocation "). Specifically, this article will analyze the performance of certain investment ideas generated for the Model Allocation. It will also review, among other things, new positions added to the Model Allocation portfolio (the " Portfolio ")....
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Model Asset Allocation Update (March 2025)
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