Monitor Your Allocations


Today’s global economy is changing all the time and is absolutely different from what it was even a short 18 months ago. A good investment last year may not necessarily hold true today, and that is why it is so important to monitor asset allocations and sector rotations. Just like the ongoing monitoring of individual investments, if you aren’t paying attention to your allocations you might as well be asleep at the wheel.

As you know Sloy, Dahl & Holst, Inc. prides ourselves in the ability to build risk-based model portfolios that accomplish this for our clients. Let’s take natural resources for example. In 2007 we purchased natural resources, primarily for exposure to commodities, when oil was $50 a barrel. We held that position until oil reached $122 a barrel, when we decided to sell. In hind sight we sold two or three month early, but the saying on Wall Street goes “pigs get slaughtered” and we felt it was beneficial to book our client’s substantial return. Subsequently oil has dropped from its August high of $147 a barrel to $37 a barrel and we have recently taken a position in natural resources again. We feel there is tremendous potential in natural resources and commodities over the next one to three years.

That is why we stress the importance of ongoing monitoring, of individual funds and allocations. It is probably more important now than ever to be allocated appropriately and exposed to advantageous sectors. If you would like to learn more about other sectors we like and what we are doing for our clients today, please feel free to contact our office.

Best regards,

Ron Sloy

Learn more about Ron Sloy.


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