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 Class||Current||ER Policy||II Policy|
|Domestic Real Estate||4.9%||5%||0%|
|Equity Market Neutral||9.9%||5%||5%|
|Foreign Real Estate||7.4%||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.