Friday, June 27, 2014

Allocation Change - June 27, 2014

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It's largely moot whether you do this before noon today or noon Monday.  Since we have 2 "free" transfers per month, and we've not used either of them, it's time to change the allocations a bit.

Exposure to Europe and Eurasia has increased risk dramatically, and on a volatility scale, we've moved upward in a dramatic fashion with no rationale for increased gains.  Hence, I'm dropping the I-Fund exposure.

For you conservative types, here are my allocations:

C-Fund:  34%
I-Fund: 8%
S-Fund: 46%
F-Fund: 12%  (or G-Fund, your choice)

I personally think the bond fund (F-Fund) has inherent long-term risk but for now, it will be "ok".

If you are a bit more aggressive, my allocations are:

C-Fund:  39% (unchanged)
I-Fund: 9%
S-Fund: 52%

I've placed my changes and they will be effective as of the close of markets today.

Since our last signal (May 29th) we have the following changes:

C-Fund:  up +1.9%
F-Fund:  up +0.02%
I-Fund:  up +0.53%
S-Fund:  up +3.47%

At the previous allocations, I'm up about +2.1% in the account since the start of the last signal.

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As with all my postings, these are for informational purposes only.  You are responsible for your own decisions, and I am not.  Please do your own diligence, and please take ownership for your personal actions.

Regards,

pgd

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