I updated our portfolio spreadsheet and our asset allocation has drifted some from 12/31/18. I'm not surprised by that as I know we've been accumulating more cash. And of course market performance affects the numbers too.
12/31/18
69% stock
23.4% bond
7.6% cash
10/16/19
61.16% stock
26.67% bond
12.17% cash
I don't really have anything particular to say about these numbers. I'm fine with where they are. I do want to keep track as I don't really want the stock allocation to drop below 60%. I'm currently splitting at least $3,000/month between our savings account and our taxable Vanguard account so if I need to pump up the stock allocation, I can just direct more toward that instead of savings for a couple of months.
Change in asset allocation
October 19th, 2019 at 01:37 am
October 19th, 2019 at 04:48 am 1571460523
October 19th, 2019 at 03:15 pm 1571498101
October 19th, 2019 at 07:17 pm 1571512656
October 20th, 2019 at 01:36 am 1571535395