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:
  • 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.

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