Goodbye 2011....

Where we're at:

DJIA 12,217.56
S&P 500 1,257.60
10-Yr T-Note 1.87%
s&p P/E: 21.04
VIX: 23.40

equity: 30
bond: 34
cash: 36

1 year: 1.27%

Well, another year of the great recession complete. Spouse and myself remain employed. She had a great year, best for her in awhile. TXT (and CSNA) muddle through, December should have been ok. I managed to beat both my benchmark (-2.1) and the S&P (flat) in 2011.

What worked: TIPS, REITs, tax exempt bonds, high yield bonds, in other words, bonds.

What missed: non-US equities and TXT. Oh well, maybe next year.

No matter what the pundits say, everyone should own some bonds and (yes) some dividend paying stocks. I'm sure the experts will be shorting bonds (of all sorts) in 2012. Luckily, we bought most of ours in the early part of the decade. About the only thing I'd like to buy next year is some GLD, I tried in December but it went above my price.

Next year:

1. Continue my data mining and big data "homework" and position myself for a project role.
2. Make it to May and get vested.
3. Buy some GLD.
4. Look around if the market improves.

Home: Remodel the main bathroom, finally. Regardless of employment situation and the economy.

As for the national presidential election, if the repubs nominate anyone but Romney, I'm voting for the President.