Follow Fugger :
http://en.wikipedia.org/wiki/Jakob_Fugger
The original value investor......over 500 year old advice.
"Divide your fortune into four equal parts : stocks, real estate bonds and gold. Be prepared to lose on one of them most of the time. During inflation, you will lose on bonds and win on gold and real estate : during deflation, you lose on real estate and win on bonds, while your stocks will see you through both periods, though in a mixed fashion. Whenever performance differences cause a major imbalance, rebalance your fortunes back to the four equal parts." Jacob Fugger the Rich 1459-1525.