3/4 Portfolio Update

There have been some major swings in volatility lately which makes me raise an eyebrow.  Not because of the volatility itself, but because there have not been any major changes in volume.  I am noting this activity and keeping an eye on it to see if anything comes of it.  Technically we are over due for a pullback or correction and with all of this positive movement in Commodities, the big boys might have found another asset class to their liking.  Not yet worth making any major moves away from where we are now, but worth taking a look and building a possible 'plan B'.  

Again, not making any changes in the portfolio but I am thinking about rebalancing near the end of March.  If things continue at the pace we are on now, I'd bring the portfolio back to the original ratios by selling some of the gains in Silver and in the US stocks and buying some more Emerging Markets.  

Other than that, full steam ahead.

Holdings
US Stock	Type	Ticker	Weight	Shares	Purchase Price	Total Starting Value	Current Price	Total Current Value	% Gain (Loss)
Cons. Disc.	Vanguard ETF	VCR	9.88%	165	$60.50	$9,983	$63.00	$10,395	4.13%
Real Estate	Vanguard ETF	VNQ	9.90%	180	$55.50	$9,990	$57.83	$10,409	4.20%
Materials	Vanguard ETF	VAW	9.93%	123	$81.00	$9,963	$84.96	$10,450	4.89%
Technology	Vanguard ETF	VGT	9.83%	158	$63.25	$9,994	$65.44	$10,340	3.46%
Small Cap	Vanguard ETF	VB	20.52%	279	$72.25	$20,158	$77.35	$21,581	7.06%
Iternational Stock			30.00%
Emerging Markets	Vanguard ETF	VWO	28.77%	638	$47.00	$29,986	$47.43	$30,260	0.91%
Commodities			10.00%
Gold	IShares ETF	GLD	5.05%	38	$130.00	$4,940	$139.70	$5,309	7.46%
Silver	IShares ETF	SLV	6.13%	188	$26.50	$4,982	$34.30	$6,448	29.43%
						$99,995		$105,192	5.54%