Goal is to reach 150k by end 2013, but The 40% on Bond and Emergying market is returning about 2%!
The Dow in contrast has grown 16%.
So I rebalanced as follows:
40% large cap index vanguard
40% mid cap index also vanguard
10% small cap
10% world growth income by American fund
Am I chasing return at the late stage of a growth cycle?
5/25/13: the above rebalance felt too risky. After consulting Shuyi I canceled. New plan is to use brokerage link account, rely on tried and true mutual funds like mfcfx marsico flexible capital fund..
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