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Portfolio Allocation – More Moves February 29, 2008

Posted by pf in Expenses and Savings, Portfolio Allocation.
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Earlier this week, I made some change to my Portfolio Allocation. I’m starting to get this strange feeling of being a bit out of control. I have been considering a fund for some months now and after having decided to hold off, I changed my mind and made the plunge. I plugged $5K into an Africa / Middle-East fund (TRAMX) as part of my Roth IRA contributions for 2008. As far as my international holdings go, this felt like an area where I didn’t really have any exposure, so this was my solution to put me on the map, so to speak.

Over time, I could envision this taking up 5% of my portfolio. As I stand back a bit, I have a few lingering concerns:

  • Is my International exposure too much (40% now)
  • Am I chasing performance? (foreign markets have been outperforming for awhile now)
  • Being a bit too aggressive in my investing approach (usually have a significant stake in PRWCX which is no “hot rod” as far as investments go”.

These are just lingering thoughts. For now, I think I’m comfortable with them, but will be seeking the counsel of others on this topic (including any comments from readers). As most of you know, I’m a firm believer in being invested globally…so does not feel completely foreign (pun intended) to have such a large stake there. However, I don’t want to be foolish either (they have had a very nice run these last years).

Ideally, I’d like to set my allocations and then just let it run for awhile…I think I’m getting closer…just trying to get comfortable I guess.

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1. joetaxpayerblog - February 29, 2008

What was your original Foreign allocation? If it was 20% or so, then this is the time to reallocate. You should decide what your plan is up front; you can reallocate once per year (this can help with tax planning), or when your target percent is exceeeded by a certain percent, say, 5%, or 10%. When one sector rises too quickly, the reallocation helps take some gains so you protect yourself a bit from that sector making a large correction.
JOE

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27. marcus anthony bynum - August 30, 2017

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28. marcus anthony bynum - August 30, 2017

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29. marcus anthony bynum - August 30, 2017

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30. marcus anthony bynum - August 30, 2017

I also went to a church on wall street the next week and saw some great things that would help you in the financial game…Listen to your dreams .. God visit Solomon in a dream , and the scripture story now tells us that Solomon awoke to have this conversation with god! So , still in his dream , Solomon answers to god , and question about what he desires the most , and god grants his request for wisdom in abundance… Also prayer for generosity .. Lord , teach me to be generous teach me to serve you as you deserve to give and not to head the wounds to toil and not to ask for reward save that of knowing that I do your will. Amen copyright by .. J. S paluch Co…


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