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Safe investment guidelines – Jan 2011

We wanted to start and document our investment guidelines starting from this month onwards. Please recall that we are dealing with safe investments so the proportions and specific asset allocation might be more aggressive for certain investors.
As the recommended portfolio includes 35% stocks (mostly via ETFs / aggressive mutual funds with low management fees) and the rest is invested in high yield bonds, directly or via dedicated mutual funds, which ensure proper diversification, and a safety “cushion” in case one of more companies will go to default.