UPDATE based on latest thread questions:
Since last posted, now its at
26.3% growth.
Helmuth, here is a complete list of what is available to me.
I also have the option of the following:
1. Change investments
2. Move monies between investments
3. Rebalance
Here is what is avail to me. I bolded my current allocations.
Asset Classsort down Subclass Fund Name Current % Desired %
Blended Fund Investments -- FID FREEDOM 2010
Blended Fund Investments -- FID FREEDOM 2020
Blended Fund Investments -- FID FREEDOM 2030
Blended Fund Investments -- FID FREEDOM 2040
Blended Fund Investments -- FID FREEDOM 2050
Blended Fund Investments -- FID FREEDOM INCOME
Blended Fund Investments -- FID PURITAN
Bond Investments Stable Value NYL GUAR INT ACCOUNT
Bond Investments Income FA STRAT INCOME A
Bond Investments Income PIM TOTAL RT INST
Bond Investments Income TMPL GLOBAL BOND A
Stock Investments Large Cap FID GROWTH COMPANY 50%
Stock Investments Large Cap SPTN 500 INDEX INST
Stock Investments Large Cap VANG EQUITY INC ADM
Stock Investments Mid-Cap FID LOW PRICED STK 20%
Stock Investments Mid-Cap MSIF MID CAP GRTH A
Stock Investments Small Cap BARON SMALL CAP
Stock Investments Small Cap COL SM CAP IDX Z 15%
Stock Investments International INVS DEVELOP MKTS A
Stock Investments International THORNBURG INT VAL R5 15%
Stock Investments Specialty INVS REAL ESTATE A
The reason I am fishing around, is that I saw this -- if this holds true, we are in for a ride.. and I want to be prepared and not taken to the cleaners:
*note: I understand I shouldn't "rely" on internet advice. I've been reading a bit lately and its touch going. I program for a living and it seems ALOT easier than understanding the nuances of finance!!
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