International stocks, Energy, US IPO's, and munis

[PeacefulGains]

Our highest return last week came from DPC, an international consumer discretionary stock fund. It has earned 3.0% in a week.

This week, we are recommending a fund of stocks from developed markets (excluding US) that have relative strength; an energy sector fund; a fund of US IPO's; and, once again, a municipal bond fund.

We pick the mix of investments that maximizes the expected return while not exceeding a fixed maximum risk.

[sanvister]

The percentage of investors who are overweight in cash in their accounts fell to 28% in April from 41% in March. That’s a significant drop, and it represents a lot of cash being put to work elsewhere.