The April scan had a Forbes recommended subset of the over 200 funds in the plan plus a few Vanguard funds I added. After the Black Swan market that killed 2008 for everyone I added a few more funds and IBM stock to the scan. The ticker symbols are in the correlation chart and the new tend to be those toward the right side of the chart. The only funds in the Balanced portfolio have 5yr positive Sharpe ratios and they are FISMX, DODIX, FGMNX, PTTRX, and VFIRX. IBM is a fine company and I still use a ThinkPad but the stock is pretty volatile for most retirees.
No comments:
Post a Comment