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.
