Monthly Goal due 1/31: Asset Allocation Implementation

December 30, 2004 By Jonathan Ping 3 Comments
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Now that I have chosen my Asset Allocation, I want to implement it and be fully invested in the stock and bond market by 1/31. This might be tricky, as I am moving some assets away from E*Trade and according to the paperwork it can take up to 4-6 weeks. But I should be able to do the rest by the end of January.

As a side note, I am vacationing to warmer weather for the next week, and may or may not have internet access. I am bringing along Common Sense on Mutual Funds: New Imperatives for the Intelligent Investor by John Bogle, as well as some Vanguard prospectuses for the plane ride. Happy New Year!

Filed Under: Goals
Last updated: August 23, 2006
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Comments

  1. Murray says
    January 1, 2005 at 9:29 pm

    Hey guy, just wanted to drop you a line…I checked out your site after seeing it on PFBlog.com and think it looks great.

    Of course, I also wanted to offer a shameless plug for my own personal finance blog at:

    http://capitalideas.blogspot.com/

    I added a link to your site…would appreciate it if you could return the favor.

    Reply
  2. Jonathan says
    January 8, 2005 at 9:04 pm

    Hi Murray,

    Thanks! I checked out your site and I must definitely find time to catch up and read the archives.

    I have added a link to your blog as well. Keep on writing!

    Reply
  3. Greg says
    November 19, 2006 at 3:48 pm

    Hi,

    I just read the book you mentioned:
    Common Sense on Mutual Funds: New Imperatives for the Intelligent Investor by John Bogle.

    I’d love to hear your comments about it. I think it does a good job providing rationale behind why index funds are good investments.

    It hints at how to identify a good managed fund, however in my opinion it doesn’t seem that Bogle gives us ways to find them. For example, he makes the claim the the larger a fund gets the harder it is for it to outperform an index. That makes sence, however it leaves us with the question, how large is too large?

    Even thought index funds are great, I’d like to know how to evaluate managed funds as well. Especially since my 401k is full of them. I wish Bogle would go into that in more detail

    Reply

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