Rebalanced today
May 31st, 2007 at 12:35 pmOn June 1 I adjust my contribution percentages to keep 401k in line for next 6 months.
Increased allocation of RYTFX to 11% (was 10%).
Increased allocation of VFINX to 24% (was 23%).
Increased allocation of VEXPX to 11% (was 10%).
Increased allocation of VEXMX to 11% (was 10%).
Decreased allocation of VTRIX to 23% (was 25%)
Decreased allocation of VWNFX to 20% (was 22%).
I also liquidated 1% of each position to bonds. This is the first time I have held bonds in nearly 3 years.
The goal is to maintain the 75/25, 45-15-15-15-10 allocation. The bond position was added, and I rebalance again on Dec 1. Dec 1 I will reset contributions to "normal" levelas and buy/sell to rellocate. If markets trend upward the next 6 months, I will liquidate another 1% to bonds. If markets drop, I will go back to 100% equity.
