Saturday, April 27, 2019

Par tech 401 K asset allocation

April 27, 2019

It is the first time I read all funds available in my plan. I decide to make some transfer today.

I should do this every year starting from 2008 to 2019.

2019-04-27 Asset allocation
Name Amount
Fidelity 500 Index     $500  $                            500.00
T. Rowe Price Blue Chip Growth    $1000  $                        1,000.00
Pioneer Equity Income Y   $500  $                            500.00
Fidelity Mid Cap Index                  $300  $                            300.00
T. Rowe Price Mid-Cap Growth Adv   $300  $                            300.00
Wells Fargo Special Mid Cap Value Inst  $300  $                            300.00
Fidelity Small Cap Index        $300  $                            300.00
Hartford Small Cap Growth HLS IB   $300  $                            300.00
Delaware Emerging Markets Instl   $500  $                            300.00
Fidelity International Index     $500  $                            300.00
American Funds Europacific Growth R3   $500  $                            500.00
Cohen & Steers Real Estate Securities I   $800  $                            300.00
Fidelity US Bond Index           $300  $                            300.00
Western Asset Core Plus Bond I  $                            300.00
PIMCO Income Instl     $1000  $                            700.00
total  $                        6,200.00
Notes: 1. Index fund is all time high, less contribution 
2. Put bond and REIT up to $1300
3. I still like to put at least 25% on growth equities
4. Diversify on equity location, now US stock is all time high, I put other countries as well
5. Plan to sell everything and move to Bond fund in 12 months. 
         

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