.
Here at the end of the month I would like to re-examine whether we should rebalance.
The short answer is no; I intend to stay the course.
Since our move from the G-Fund on 9/14 we have the following performance:
F-Fund: -0.2%
C-Fund: +2.17%
S-Fund: +3.68%
I-Fund: +2.60%
Overall, I do not invest in the F-Fund, as bonds simply are not going anywhere and all it does is dilute my funds available for the C/S/I funds.
I suggested the following weighting on 9/14, and this weighting is unchanged:
C-Fund/SPY: 29%
S-Fund/VXF: 36%
I-Fund/EFA: 35%
When you weight the performance since the close of 9/14 through the close of 9/29 the net return is +3.30%. Yes, I missed the run-up of 9/1/10 due to being on vacation; despite this, I am quite pleased with a 3.3% return for the month (not including what the G-Fund contrinuted).
Stay the course for now.
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Remember, you are responsible for your own trading decisions, not me. Please do your own diligence.
Regards,
pgd
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