How's your Asset Allocation holding up?

[lazyday]

The past week cost my portfolio 4.1%, but it hasn't changed AA enough for me to do anything yet. If EM falls some more, I might add to it, probably taking from either commodity futures or TIPS, both of which are up since last purchase.

Have your FI funds done what you expected them to do ( you know, level out your ups/downs) or has your AA disappointed you once again?

Tips went up.

Megacap U.S. BRLIX didn't cushion much. But this was only a small bump in the market. In a more severe market, I'd hope megacap U.S. and/or a few other asset classes would fall significantly less than my average.

I'm not dissapointed. If my portfolio lost 40% (probably not in one week...) and everything other than FI fell about the same amount, I'd be dissapointed.

 

[2B]

I had posted on another thread that I was down a few dollars YTD. I did my Quicken update and realized I had deleted an account from my performance calculation. Now it says I'm up 1.8% YTD. When I check my NAV for the year, it agrees so it looks like I'm still on the winning side for this year (so far ). This return does include substantial dividends from SPY and DODFX that officiallly paid in 2007. You can question whether that is "true 2007 return" but I don't include it in the 16.8% return for 2006.

My asset allocation is 5% cash/25% foreign/15% US small/55% US large. Yes, it looks light on fixed but there are other assets that would make it about 30% fixed.

 

[mickeyd]

I have no idea if I'm up or down YTD. I only check once a year in January so I can view my results with a more long term perspective. Short term noise has never affected, nor interfered, with my nest-egg. That said, as I'm about 60/40, I suppose that I'm down a bit YTD like many of you seem to be.

 

[Spanky]

Nearly all gains have been obliterated - gone in smoke.

Let's hope for a better week.

 

[Running_Man]

Yen carry trades are proving to have some difficulty in unwinding. Darn globalism.

I became so negative on the market in January that I violated my own rule of a minimum equity investment of 25% and went to 0% equities, so this is having no financial impact on me yet. It is very early to be worried as we are only 5 percent from the market top. But it is evident that many are nervous.... US fundamentals are really not very good. The 1 year negative 8 percent drop in the average US house is I think contributing to the nervousness in general.

 

[bpp]

Yen carry trades are proving to have some difficulty in unwinding. Darn globalism.

They seem to be doing a pretty good job of unwinding at the moment...
But with only a quarter percent increase in interest rate, the BOJ still has
a long way to go to normalize rates with the rest of the world. And they will probably take it pretty slowly, so it may be a long, slow unwinding. Bitter medicine, but it probably needs to be taken.

 

[Moemg]

Wiped out all my profits for the year .I have a 85/15 portfolio and I still manage to sleep at night .
When this settles down I'll re balance to something a little less risky .I was snorkeling in the Bahamas when this drop happened and was blissfully unaware of the markets tumble .What Luck !