The Marathon Investor model update is out. The free summary of actions in January is here. Going into next week I sold out stakes in $IBB, $XLF and $WIP, adding to $ITB, $RWX, $TUR. Subscribe to get the complete state of the model.
Moscow-based bi-lingual blogger, focused on Global/Macro investing and asset
allocation. I started as a Russian mutual fund investor in 1999, went for
an ETF portfolio late in 2007. Survived the 2008/9 meltdown and love sharing the way I invest.