12/16 Roth Portfolio

No change. No surprise. Wish I would have lower cash at this point, since I'll be adding my yearly contribution before the end of the year. Probably add some EFAV tomorrow and start some SCZ.

*As always dividends go to cash and are not calculated in the gain/loss% per asset. Too lazy.

9/20 Roth Portfolio

*As always dividends go to cash and are not calculated in the gain/loss% per asset. Too lazy.

9/10 Roth portfolio

Still going nowhere.
Bought some things since last time. Cash getting lower in the portfolio.
8/16: VNQ at 65.02, currently at 66.10
8/21: VCLT at 80.40,  currently at 79.93
8/21: SPLV at 31.21, currently at 31.19
8/29: EEMV at 54.43, currently at 58.75

*As always dividends go to cash and are not calculated in the gain/loss% per asset. Too lazy.

8/13 Roth portfolio

Going nowhere...

*As always dividends go to cash and are not calculated in the gain/loss% per asset. Too lazy.

7/17 Roth portfolio

Bought some stuff on Monday.
1/3 position of VCLT at 83.62.
Filled out my position of IAU at 12.489.

*As always dividends go to cash and are not calculated in the gain/loss% per asset. Too lazy.

6/24 Roth Portfolio

Certain assets taking a beating, which is fine with me as I am still almost 60% cash and I will be adding my yearly contribution near the end of the year. I expect to be making some buys soon based off of the weekly RSI. The only way this won't occur is if the markets continue to plummet.
VCLT, JNK, VWO, EEMV are all below 30, so will buy a 1/3 position in each when they cross back above.

6/4/13 Roth / 401k portfolios

Roth
On 6/3, finally bought some stocks as the market correction has caused several mechanical buys based off of RSI. Now at 58.32% cash. This will continue to creep lower.

Bought a ~2/5 positon in EEMV (60.07) and ~1/5 position buys on:
VCLT (87.45)
VWO (41.86)
VNQ (71.18)
JNK (40.33)
EFAV (58.00)

401k

Roth update

Markets continue their march higher without a significant pullback. Too bad 70% cash. Not worried about it as this is a long-long term portfolio. My guess is the portfolio will be 1% cash within a year, with some buys within 3 months.

*The cash has some gain due to dividends that I don't calculate.

Update of business cycle indicator

http://research.stlouisfed.org/fred2/graph/?g=hDf
Watch for fall below zero.

Roth / 401k portfolios

A quick check-in with the still heavy cash portfolio. Forgot to mention dividends aren't reinvested, so they go to cash.

Gold crushed. VB and VWO getting close to my mechanical buys based off of rsi.

Roth

401k

Roth / 401k portfolios

Today, I initiated a ~1/5 position in VWO at 42.24.

Roth

The portfolio will consist of: VB(15%), SPLV(15), SCZ(9), EFAV(10), VWO(13), EEMV(13), VNQ(10), JNK(5), VCLT(5), IAU(4), and cash(1). Once portfolio is full will rebalance yearly.
Made a few percentage changes. I'm addicted to tinkering.


401k

Only non-load offering is RERCX. Will move money market money to RERCX on next below/above 30 rsi(14) weekly.

Roth/401k portfolios

Initiated a ~1/5 position of VCLT at 89.43, as it hit its RSI(14) 30 level on the daily chart.
Looking at the daily and weekly charts, looking like a 1/3 position buy of VCLT is in the near future.

Roth

The portfolio will consist of: VB(14%), SPLV(14), SCZ(9), EFAV(9), VWO(9), EEMV(9), VNQ(12), JNK(5), VCLT(5), IAU(9), and cash. Once portfolio  is full will rebalance yearly.


401k 

Only non-load offering is RERCX. Will move money market money to RERCX on next below/above 30 rsi(14) weekly.

I have previously stated the following, "Gain/loss % includes matching funds, so fund performance will look better than actual." I have discovered this is untrue. My company matches with company stock. When I move these shares to RERCX, the basis of RERCX is revised up to account for this. So the Gain/loss% of each asset(RERCX, money market, EKJAX) is correct. I calculate the portfolio gain using these basis, so the total gain is also correct. So my total % gain of my 401k including match is higher than shown.