Tuesday, February 3, 2009

Stanton & Castleton IRA Rebalance PSDS Scan





I made a few year end changes to reduced portfolio standard deviation without reducing return too much. I replaced RYVFX with NBGNX and DODFX with WASAX. I also added VFITX to increase my bond portfolio a few percent. I did not reduce my LSBDX investment because it continues to pay a very nice cash dividend every month.

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