"Diversify LTB investments in 2012" I commit to:
Modify LTB's investment portfolio to 10 positions of 10% each in different asset classes during 2012. Reduce stock holdings and increase holdings in debts, commodities, and fixed income.
I'll create calendar reminders to send out mortgage interest statements, using ours as templates.
2 Jan 2013 04:39 PM
We have $47k not invested, which could be worth well over $150 in 10 years if properly invested. I advise we buy two more mortgages. What do you recommend we do?
15 Dec 2012 06:54 PM
LTB investments now diversified approximately as follows, and growing (does this look right to you?): 41% annuity ($108,000 = 1 position) 27% mortgages ($72,000 = 3 positions) 14% trust deeds ($37,000 = 2 positions) 17% cash ($46,000 = 1 position) Total ($263,000)
Next step is to reduce annuity and cash exposure, and increase tax deed exposure.
-->