Asset Allocation and Asian stock exposure

As an asset allocation I have 25 per cent each in precious metals, equities, real estate, and bonds and cash. This may not be the best of allocation. But it’s a disciplined approach. Today no one can tell where the world will go in the next three to five years. But with such asset allocation I am sure that in terms of purchasing parity I will be better [off].

I have been investing in precious metals. In fact, whenever there is a sell-off I had added them in my portfolio. Among equities, my investment in the US is near to nothing, though recently I have added some oil shares. My largest exposure is in Asia with investments in Vietnam, Malaysia, Singapore, Thailand and China. Six to nine months back I invested in China when valuations were really low and attractive. In 2012, I had invested in European shares. Some of my bond investments are in Latin America.






Contrarian Investor Dr.Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.