Thursday, February 09, 2006

Index Allocation Update

As I mentioned before, I'm finally getting serious about my overall asset allocation. I've made a bunch of balancing trades over the last week and I want to start regularly reporting my portfolio's allocation and its performance. I'll show the asset class, my current allocation, my target allocation and Index Investor's allocation:

Asset ClassCurrent ER PolicyII Policy
Domestic Equity46.2%50%52.5%
Domestic Real Estate4.9%5%0%
Emerging Equity11.9%10%10%
Equity Market Neutral9.9%5%5%
Foreign Equity5.8%5%5%
Foreign Real Estate7.4%7.5%7.5%

I did not include my employee stock options because I haven't decided if they fit into one of these asset class nor have I decided whether I should value them at their 'in the money" value or their underlying value.

In early March, I'll post my portfolio's performance as compared to various benchmarks including Index Investor's portfolio.


At 12:28 PM, Anonymous Anonymous said...


Do you have these funds in a taxable account? If not, how do you decide what goes in a taxable account or not?

At 1:41 PM, Blogger Early Riser said...


Check out thr following:

This was my post on asset allocation based on account type.


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