Wednesday, April 23, 2008

12mo IRA Performance Report

One year after transferring my 401k (from my prior employer) to a self directed IRA, my IRA has declined in value by 0.88%. While certainly not a great performance, it beats the minus 5.3% it would have declined had I not moved to a defensive posture in August, 2007. In a down market, avoiding a big loss can be a big win.

Current Asset Allocation:

Cash         = 63%

ST Treas Fund    = 7%

Index Fund     = 10%

International     = 10%

Ind Stocks    = Remaining Amount


Goal for the next 12 months: plus 5% as I move cash back into the market.

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