Portfolio Allocation – Update March 23, 2007Posted by pf in Portfolio Allocation.
I have started shifting my portfolio to get to my target allocation. I’ve added about 7% to my small-cap position (PRSVX) and approximately 3% to mid-cap (TRMCX). I accomplished this by reducing my allocation in large caps by the same amounts (7% -PRGFX and 3% PRFDX).
I will continue to make consistent investments in my capital allocation fund (PRWCX) to increase my position there. I was very tempted to reduce my equity position in international funds due to the volatility and good run over the last couple of years. However, I do really believe them for the long term, so will just stay put.
Looking at the allocation targets I set for myself when conducting my Portfolio Analysis – Part 2, I’m almost there:
|Small-Cap Growth / Value||3.91%||10.00%||6.09%|
|Mid-Cap Growth / Value||5.52%||10.00%||4.48%|
|Large-Cap Growth / Value||45.41%||34.75%||-10.66%|
|Large-Cap Capital Allocation (PRWCX)||8.39%||10.00%||1.61%|
|Individual Stock (PRU)||0.55%||0.25%||-0.30%|
Small-Cap Growth / Value – a bit over 10%
Mid-Cap Growth / Value – a bit under 10%
Large Cap Growth / Value – about 35% or so
In my net worth update, I’ll provide an updated view on how all the assets in my portfolio are allocated.