Sunday, March 29, 2020

Par 401 K portfolio - March 23 - March 27 bull market

March 29, 2020

Introduction


It is tough for me to make any rebalancing during this 4 times circuit-breaks. I like to look into how many ideas for me to work on.

Case study


Actionable Items


I should simplify the portfolio, and only three positions, one is bond, two equities at most. I like to move 70% equities to Fidelity 500 index, 30% to bond Western asset core plus bond!.


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