Sunday, November 18, 2012

ElGreco

I follow the Asset Allocation methodology for this account. The plan provider does not provide very many investment options - so the allocation is among fewer investment options than I would prefer. However, the good thing is that the provider allows for automatic re-balancing every 3 months. So I don't even have to lift a finger in this account - just continue to contribute every month.

Current Asset Allocation:


Bonds - 30% - All in Long Term Corporate Bonds, Current Yield - 4.50%
Stocks -70% - of which, 30% International Equity, 40% US Equity. US Equity portion is equally divided among Large Cap, Mid Cap, Small Cap and Micro Cap indices.

With this, I have written the starting write-up for all of my investment accounts. I will now update these as they change.

El Greco, The Burial of the Count of Orgaz


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