Have you reviewed your retirement plans?

glatt · 06-17-2008, 03:16 PM

I'm a sleeper here. Every few years I take a look at things and re-adjust. I was going to do it again last week, but got side tracked. Didn't get beyond printing out my choices.

Here's how I spread out my investments last time, and how they are doing so far in 2008.

Bonds:
8.58% PIMCO Total Return Instl [YTD 2.87%]

Domestic Stocks:
28.63% American Beacon Small Cap Val Inst [YTD 3.86%]
26.75% Janus Mid Cap Value Investor [YTD 3.79%]
6.76% Vanguard Windsor II Fund Investor Shares (I don't even know what this is, but it sucks) [YTD -8.86%]

International Stocks:
5.37% DFA Intl Small Company I [YTD -0.56%]
8.31% Lazard Emerging Markets Equity Open [YTD 0.74%]

Misc:
15.60% Allianz RCM Technology Instl (another big loser) [YTD -7.17%]

View Poll Results: How are your investment positioned?
More aggressive than usual	4	44.44%
Same as always	3	33.33%
More defensive than usual	0	0%
Don't know, the drawing isn't until Wednesday	2	22.22%
Voters: 9. You may not vote on this poll

06-17-2008, 03:16 PM	#13
glatt ™ Join Date: Jul 2003 Location: Arlington, VA Posts: 27,717	I'm a sleeper here. Every few years I take a look at things and re-adjust. I was going to do it again last week, but got side tracked. Didn't get beyond printing out my choices. Here's how I spread out my investments last time, and how they are doing so far in 2008. Bonds: 8.58% PIMCO Total Return Instl [YTD 2.87%] Domestic Stocks: 28.63% American Beacon Small Cap Val Inst [YTD 3.86%] 26.75% Janus Mid Cap Value Investor [YTD 3.79%] 6.76% Vanguard Windsor II Fund Investor Shares (I don't even know what this is, but it sucks) [YTD -8.86%] International Stocks: 5.37% DFA Intl Small Company I [YTD -0.56%] 8.31% Lazard Emerging Markets Equity Open [YTD 0.74%] Misc: 15.60% Allianz RCM Technology Instl (another big loser) [YTD -7.17%]

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