Sunday, November 18, 2012

VanGogh

My pride and joy - my largest account - all of 9 units worth. I follow an Asset-Allocation model for this account. I manually re-balance the portfolio every 3 months.

Current Asset Allocation

40% - Non-US Equity, of which 20% Developing Countries and 20% Developed Countries
30% - US Equity, of which 10% S&P 500, 10% NASDAQ Index and 10% Small Cap
30% - Bonds, of which 10% Long Term Corporate Bonds, 10% Long Term Treasuries and 10% International Bonds

The every three month asset allocation re-balance is driven by the fact that many mutual funds impose an early exit fee for any holdings of less than 90 days. The last re-balance was in late Oct. Accordingly, the next re-balance should be in late Jan 2013.

Van Gogh, Starry Nights



No comments:

Post a Comment