Just finished rebalancing of the two biggest accounts under my control. My Fidelity 403B account (Van Gogh) now has the following asset allocation:
EFA: 20%, VWO: 20%, Global Ex-US: 10%, SPY: 10%, US Medium/Small Cap: 10%, US REIT Index: 10%, Long Term Treasuries: 10%, US Long Term Corporate Bonds: 10%
The 457 account (El Greco) now has the following asset allocation:
Fidelity Contrafund: 25%, American Euro-Pacific Growth: 25%, Vanguard Wellington: 25%, Vanguard Long Term Investment Grade Bonds: 25%.
I think this rebalancing will increase my overall emerging market allocation and bond allocation. I will have concrete numbers later in the month when I feed in the new numbers into the spreadsheet. Overall I am targeting a 70-30 Stock-Bond split with a 30 US, 20 Ex-US Developed and 20 Emerging Markets distribution for stocks.
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