- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: Year to date percentages and allocation
Posted on 1/6/16 at 11:44 am to Jag_Warrior
Posted on 1/6/16 at 11:44 am to Jag_Warrior
Probably more like 75/25 (25% being Energy). My 401K has no Energy Funds, and my IRA is being split 50/50, so I can buy on the way down. As/When oil rises and as do the funds I will reallocate contributions and become less energy sector heavy.
1
Posted on 1/6/16 at 12:40 pm to TigerSaint1
You have a long time to go. So as you dollar cost average your positions over time, I think you'll be fine. Right now, you have some pretty heavy energy sector exposure, so your portfolio is getting whip-sawed because of the recent volatility. But as you rebalance your contributions in the future, that will help to even things out.
Now, if oil takes off at some point, that might cause you to once again be overweight energy. Periodically rebalancing is just something that you have to do to avoid being overweight in a security or a sector.
Good luck.
Now, if oil takes off at some point, that might cause you to once again be overweight energy. Periodically rebalancing is just something that you have to do to avoid being overweight in a security or a sector.
Good luck.
Page 1 of 1
Popular
Back to top
Follow TigerDroppings for LSU Football News