I’ve never taken a good look at my entire asset allocation. Now is a good time to do so, as I’ll be posting my review of The Bogleheads’ Guide to Investing for JLP’s Boglehead’s October Project tomorrow. This allocation looks at my entire collection of things (other than furniture and household items), invested, uninvested, and hard assets.
Honestly, I don’t think this report tells me much. I have a lot of uninvested cash, most of which is earning around 5% APY. This includes an emergency fund and cash being saved for certain projects such as future moving expenses, house down payments, possible vacations, etc. I’m not confident about the accuracy of the values as Quicken does not normally include mid cap stocks. Funds are generally divided into large cap and/or small cap within the software. I have one fund in my 401(k) designated specifically as mid cap, but Quicken doesn’t register it as being such. I believe some of my other funds might contain stocks considered mid cap despite Quicken’s asset classifications.
What does this chart tell you about my assets?
Updated August 9, 2011 and originally published October 11, 2006. If you enjoyed this article, subscribe to the RSS feed or receive daily emails. Follow @flexo on Twitter and visit our Facebook page for more updates.