Friday, December 7, 2012

Roth/401k portfolios

As I started the portfolio with an existing VNQ positon, I sold some today for 4.86% to get down to my desired allocation.
I also sold an existing OBCHX position for a 0.19% profit. That one kinda stings, as I was up around 100% on it in late 2010, and didn't sell.
Plan is to add 1/6 positions when daily rsi goes below 30. Add 1/3 position when weekly rsi goes below 30.

Roth















The portfolio will consist of: VB(16%), SPLV(16), SCZ(9), EFAV(9), VWO(10), EEMV(10), VNQ(15), JNK(5), VCLT(5), and cash. Once portfolio is full will rebalance yearly.



401k - Gain/loss % includes matching funds, so fund performance will look better than actual.










Only non-load offering is RERCX. Will move money market money to RERCX on next below/above 30 rsi weekly.

No comments:

Post a Comment