Par tech 401 K asset allocation - Draft 1

April 27, 2019

Introduction

I like to take a few buckets and diversify my asset. I like to have bucket of bond fund, bucket of REIT, bucket international fund, bucket of US index fund. I also learn how to re-balance if market has corrections or bear market

My plan 

I should not put all asset into Fidelity 500 Index. Now it is too high. I have some difficulty to work on total amount, I have to move the calculation into Excel sheet. 

Large company   $2000

Fidelity 500 Index     $500
T. Rowe Price Blue Chip Growth    $1000
Pioneer Equity Income Y   $500

Small/ Mid Co.    1500

Fidelity Mid Cap Index                  $300

T. Rowe Price Mid-Cap Growth Adv   $300

Wells Fargo Special Mid Cap Value Inst  $300

Fidelity Small Cap Index        $300

Hartford Small Cap Growth HLS IB   $300

Intl/ Global   $1500

Delaware Emerging Markets Instl   $500

Fidelity International Index     $500

American Funds Europacific Growth R3   $500

Speciality

Cohen & Steers Real Estate Securities I   $800

Bonds

Fidelity US Bond Index           $300

Western Asset Core Plus Bond I

PIMCO Income Instl     $1000