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X-Ray Your Portfolio

April 3rd, 2007 at 04:53 pm

X-Ray Your Portfolio

I've been having a lot of fun playing with this lately. Very nice! I believe Ameritrade also has it up within their website, but think it's proprietary to Morningstar. Very helpful! AND, well worth your time to input your holdings to see where you're at in the wide, wide world!!

I input my Roth, Hubster's Roth, his 401-K and his Rollover IRA, plus our other holdings to get a complete picture in one place, even though a couple of these accounts are held at other places. Nice to be able to see a total picture while the machine does the math percentages!

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Quikette Blurbeennie: Moved $3750 into Hubster's Roth IRA this a.m. and that completes his 2006 contributions! YEAH!! Inside Roth sits $1260 in cash uninvested, so he currently has $5000 to purchase into some additional funds.

"They" say Asset Allocation is one of the most important parts of investing and choosing the RIGHT vs. the wrong investments can make a whopping $$$$BIG$$$$ difference in how you live in retirement, so I've been doing quite a bit of research. You only pray that you make the right choices, eh?

I *THINK* we'll be choosing two out of these three funds for this portion of his Roth. I'm giving him these as possible suggestions for him.

We will eventually be converting quite a bit out of his Rollover IRA into the Roth during the next few years and probably putting it in the target fund

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We don't have to do that now, but we could as our income is currently rather low and it's a good time tax-wise to be converting. The other two options he has up for consideration is:
FNMIX. Both bond funds.

Due to proximity to his retirement we need to rebalance our overall portfolio with more bonds so that's why we are looking here. I'm not real excited on getting too bond laden, but he wants this 5000 SAFE. Remember, we have a May-December marriage. I'm looking longer term, he's thinking shorter - so we are trying to meet somewhere in the middle.

He already owns PIMCO Total Return-A (PTTAX)in his 401-K and FBNDX in the Rollover IRA, but somehow we need more bonds to meet his target asset allocation. Besides which he is a very conservative investor. I am more of an aggressive risk grrrrl.

So likely we will go w/the two bond funds now and maybe when we get another 2500.00 together get into the FFVFX. Not sure. I'm going to leave it up to him to decide.

I like FAGIX, just having bought it inside my Roth, BUT, I'm not real keen on us both being in it right now...would kind of like to spread our eggs into some different baskets for a time to see where we're headed. The other fund we will be looking at is
FSHBX as a different choice than FAGIX for him. But doggies, FAGIX looks so much more exciting!!

Perhaps he'll have time tonight and we can cuz n' discuz before I get too antsy and push the buy button w/o him!

Of other interest: Here's another nickel on my keyboard???? Taking it to the $20 Challenge.

$03.97 balance
+00.05 nickel showed up
$04.02 April MTD

2007 Challenge 116.99
Cumulative Total 243.10

1 Responses to “X-Ray Your Portfolio”

  1. tinapbeana Says:

    Quikette Blurbeennie 
    haaaaaaaaaaahahahahhahahahahhaaaa!!!!! I LOVE IT!!! BA, see what you get for taunting the happy funball about our salad mix of quickies, burbies, etc?

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