2010 Rate of Return: 17.0% (S&P 500 was 14.72% Total Return)
2009 Rate of Return: 29.4% (S&P 500 was 26.46% Total Return)

Wednesday, December 8, 2010

No activity today. Stocks are flat. I'd be tempted to sell some stock, but my balance is in the ballpark of where I want it. My goal for now is about 10% stable value, 90% stock funds. Currently my stock funds are at about 94% of my portfolio, and 100% of my new contributions are going into stable value. That's a good setting for now. If stocks go up, great. If they go down, I'll start buying again and if they go down a lot, I can take that stable value and invest it into stocks as well.

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