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.
Asset Allocation
November 8th, 2005 at 04:23 am
November 8th, 2005 at 06:32 am 1131431565