- Allocating my annual transfer of SIMPLE IRA accumulations over to my Traditional IRA and placing the proceeds into Inflation Indexed Bonds;
- Allocating my 2007 Roth contribution into Short Term Bonds;
- Rebalancing my Variable Annuity REIT Index holdings into Variable Annuity Short Term Bonds;
- Rebalancing from my taxable account short term reserves into Total Stock Market Index and Tax-Managed International Fund allocations.
Tuesday, January 23, 2007
2006 Year End Portfolio Rebalancing
My portfolio rebalancings at 2006 year end simply returned my portfolio to policy weights. My rebalancing included: