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Thursday, May 27, 2010

My Detailed Asset Allocation – Retirement Investments

Thanks to Fidelity, I am able to accurately evaluate the asset allocation in my IRA (Fidelity) and my 401(at Merrill Lynch).

Asset

%

Domestic Stock

42.84

Top of Form

Foreign Stock

Bottom of Form

5.24

Bonds

30.32

Short Term Fixed Income

16.15

Commodities

3.52

Other

1.93


 


 

Stocks: Definitely tilted towards Large Cap Growth Stocks.

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