Friday, February 24, 2012

Semi-Annual 401k Adjustments -- Update

About a month ago, I wrote about changes that I was looking to make to my 401k allocations.  One of the allocations that I was going to increase dramatically was the bond fund.  I've had second thoughts on that and now think that it would be better to stay in a money market option.  The risk to bonds due to inflation is more dramatic than I'd like and, therefore will be changing my allocation from around 40% to roughly 5% bonds and having the remaining dollars allocated back to the money market fund. 

Honestly, I don't know much about bonds and always thought that they were a "safe" alternative to equities.  I have been hearing people like Buffet talk about how risky they are in this economic environment relative to long-term equities.  He's probably right, but I don't want to bet on equities over the short-term either due to many potential issues around the world, including Euro debt, US debt, Unemployment, Iran, and oil prices.  Cash may be king over the next 6 months or so....who knows.  I didn't think we'd see 1370 on the S&P this soon in the year either.

If we get a meaningful pullback to somewhere around the 1300 on the S&P, I might scale into large and mid-cap growth funds.  But, I think we have a month or if we see it.

~JP

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