Current Asset Allocation
40% - Non-US Equity, of which 20% Developing Countries and 20% Developed Countries30% - 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
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