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Year to date percentages and allocation

Posted on 1/4/16 at 11:30 am
Posted by TigerSaint1
Member since Apr 2014
1479 posts
Posted on 1/4/16 at 11:30 am
Just looked up where I finished for the year and needless to say like most people I took a good hit.

VGENX = -21%
VDE = -23%
Vanguard 2050 TRF = -1.5%
401k = -2.88%

With the TRF and 401K I am not overly concerned with it because I know it was an all around down year for most people but I will still revisit allocation for 401K yearly as scheduled. But for VGENX and VDE I have some concerns. Right now for my Roth I am about 50/50 in VGENX and my TRF, should I keel this the same since I am still buying low on VGENX, or should I up the allocation on it in hopes it rebounds pretty well? Also for the VDE I bought in multiple times at $110, $100 and $95, which it currently sits at $82. Should I keep buying or stay put on this in hopes it rebounds as well. FYI these are all long term plays, as I have 30+ years until I retire?
Posted by TigerSaint1
Member since Apr 2014
1479 posts
Posted on 1/4/16 at 4:28 pm to
Not a single response or opinion? Any advice would be greatly appreciated.
Posted by TigerDeBaiter
Member since Dec 2010
10270 posts
Posted on 1/5/16 at 10:56 am to
I took a big hit in vgenx too. Don't care, in fact want it to drop even more. I'm still buying. I still think oils settles in the low 30s, but rebounds pretty sharply after that.
Posted by Jag_Warrior
Virginia
Member since May 2015
4155 posts
Posted on 1/5/16 at 4:12 pm to
From 1000 feet, it looks like you're overweight energy = too many eggs in one basket. Have you considered being a bit more diversified?
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