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More Portfolio Fiddling

June 15th, 2013 at 01:10 am

Even though I swore to myself I was through with fiddling, I fiddled some more. I am almost at the "3 Fund Portfolio", except I am overweighting mid/small caps a bit.

Here is my new target AA for tax-deferred:

30% S & P 500 Index
20% Extended Market Index

25% International Index

25% Total Bond Market Index

I have updated my "My Portfolio Holdings" page.

How about you, do you find yourself fiddling, even when you have sworn it off?

I have just spent the afternoon at my part-time job. I am done with it now for June. I put in 10 hours, for which I will bill $200.

Work was super crazy this week, the other staff accountant was on vacation. That means I have to do all of her payroll clients as well as my own, while juggling other things as well. Add swinging by the part-time job 3 days this week into the mix, it has made for a long week.

I can hardly wait to return the favor and go on vacation myself. Wink

Posted in Uncategorized | 3 Comments »

3 Responses to “More Portfolio Fiddling”

  1. snafu Says:
    June 15th, 2013 at 05:43 pm 1371318224
    1371318224

    What is held in your Bond fund, particularly percentage in short term holdings. We keep hearing the government is reducing the amount they are buying. I've no way to verify rumours but we've had evidence that mortgage rate will go up 1/4 percent. Gas prices have started their inevitable summer climb, even WTC oil went up unexpectedly.

  2. rob62521 Says:
    June 16th, 2013 at 03:05 am 1371351917
    1371351917

    Our gas went up over 20 cents last week, but has started to drop a bit.

  3. Petunia 100 Says:
    June 17th, 2013 at 05:04 pm 1371488673
    1371488673

    Hi Snafu,

    The bond fund is Vanguard Total Bond Market Index. It is considered intermediate, but holds short, intermediate, and long term bonds.

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