Saturday, July 7, 2012

My Asset Allocation - July 2012

Essentially, all of our "investments" are in our tax protected accounts. Our taxable accounts consist almost entirely and are invested in savings accounts and CD's.

Investment allocation:

Domestic Stock 65%

Foreign Stock 7%
Bonds 15%
Cash Equivalents 13%

YTD Performance:
Account 1: + 7.14% - We are adding to this account on a bi-monthly basis. It is almost entirely invested in equity mutual funds.
Account 2: + 3.22% - A rollover IRA, I cannot add to this account. Almost all of my Fixed Income investments are in this fund.

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