Wednesday, September 18, 2013

Asset Allocation Update

After a long while I took a full account of my investments. Here are the details:

Total Amount: 58.5 Units
Stock: 70%, Bond: 24%, Other: 6%
Within Stocks: US 45%, International Developed: 29%, Emerging Markets: 26%
All Inclusive: US Stk 31%, Intl Devd 21%, Emerg Mkt 18%, Bonds 24%, Others 6%

I seem to be pretty high in Stocks right now - perhaps a little movement towards bonds would make sense. Also, I am a little high on Emerging Markets at the cost of International Developed Markets. Overall though I am fine with my current asset allocation.

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