Model Portfolio

Hans Goetti from Citigroup Private Bank was on Asian Squawk Box and offered the following ingredients for a model portfolio but there was not much in the way of percentages.

He talked more about capturing themes as opposed to assets classes.

The following are the themes he thinks are important right now

• Global Capital goods spending cycle
• Luxury goods because the rich are getting richer
• Stocks sensitive to interest rates as a contrarian play
• Asia and Japan
• 5% in Gold
• Other commodities including silver
  

I'm not sure how helpful this is but he generally knows his stuff and is right more often than he is wrong.