As of yesterday, my 401(k) investment portfolio was up 28.6% year-to-date.  You may recall back in September I posted, Market Meltdown Today? and in October I posted, The Time to Invest . . . is Now!, it clearly explained my plans at the time.  I am not trying to show off, but apparently, my strategy has been working.

While I watch the market, I don't check my long-term investments very often-- usually quarterly.  I try to be disciplined with a simple long-term strategy.

So what was/am I in?

• Fixed income
  • 7% Fixed income 3.4% return (Normally, I don't have much fixed income in my portfolio)
• Large Cap Equity
  • 15% Common stock index 27.1% return
  • 15% Equity fund 31.1% return
  • 17% Value equity fund 26.2% return
• Small Cap Equity
  • 15% Blended Small Co Stock 28.0% return
  • 15% Small Co Stock 31.7% return
• International Equity
  • 3% International equity 29.4% return
  • 4% Emerging markets equity 63.6% return
• Company stock
  • 9% Company stock 38.7% return  (Normally, I don't carry much company stock-- but my analysis was that my company stock price was dragged down purely by association-- looks like I was right)

WARNING:  This is my strategy, not a recommendation.  I plan to adjust it soon-- a bit more aggressive.  My advice is don't just try to copy it, because it may not work for you or be right for you.

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