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Asset Allocation

November 8th, 2005 at 04:23 am

walked with mom for 30 min today

This time of year I reallocate my investments so they meet my asset allocation goals. The goal for this year was:

10% cash/bonds
90% stocks

Currently my cash/bonds assets are 10.11%
and the stocks are 89.89%

The stocks are divided into the following categories

Asset Goal Actual
Health fund 5% 13.4%
REIT fund 5% 5.4%
US small caps fund 25% 15.7%
Foreign fund 15% 20%
Emerging Markets fund 10% 10%
US Lg Cap - Value fund 20% 23%
US Lg Cap - Growth fund 20% 22%

I'll spend the next few weeks moving the stock assets around to get my percentages more in line with where I want them.

Next year I plan to change the allocation to 15% cash/bonds and 85% stocks.
And the following year I plan to change to 20% cash/bonds and 80% stocks.
Since I'm getting within a few years of retirement I need more money in safer investments.

1 Responses to “Asset Allocation”

  1. Anonymous Says:
    1131431565

    My small cap mutual fund has been disappointing too... Frown

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