401k In The Black!

[Menzies]

My 401K just went into the black for the year!!

Now let's get after the 30% lost last year!

[curragh]

My penny jar is doing better than my 401k

[heaterman]

What did the trick for you Menzies?

Stellar trading results, the mild recovery of the stock market as a whole or do you have someone managing your portfolio? Inquiring minds (and people with not such good luck) want to know.

[Menzies]

Simply the small recovery over where we started in January. Plus a very balanced portfolio - with minimal company equities in there.

Right now I am at 24% Diversified Equity, 15% International Equity, 27% US Small Cap, 25% Russell 3000 Index, and 9% company stock.

But I'm still well down on Jan 2008!

[sprockets]

Simply the small recovery over where we started in January. Plus a very balanced portfolio - with minimal company equities in there.

Right now I am at 24% Diversified Equity, 15% International Equity, 27% US Small Cap, 25% Russell 3000 Index, and 9% company stock.

But I'm still well down on Jan 2008!

A well diversified portfolio should be in the black as of 4/30, or at least very close. I was going through some reports and noticed Emerging Markets allocations are up over 16%ytd.