Thread: Portfolio 101
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Old 05-28-2004, 03:49 PM   #33
OnyxCougar
Junior Master Dwellar
 
Join Date: Mar 2003
Location: Kingdom of Atlantia
Posts: 2,979
OK, I made some changes.

Before: 5% of income

40% Cox
10% Money Market Fund
50% Dodge and Cox Income

Now: 6% of income

10% Money Market Fund
20% Dodge and Cox Income
20% Morgan Growth Fund
20% Total Stock Mkt Index
30% Wellington Fund

Is that OVER diversification? The DJIA was -16% today, but these look like this today:

* COX 31.41 0.00
VMFXX 1.0 0.0
DODIX 12.72 +0.04
VMRGX 15.18 +0.09
VTSMX 26.36 +0.13
* VWELX 28.82 +0.18

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