Thursday, May 2, 2013

Fidelity and 457 Rebalancing Done

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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