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Inches of Progress

Byadmin

This is frustrating.

Today, I transferred some money from my checking account to my investment account, sold some of my money market funds, and pushed the money into the market.

I thought it was a lot of money. On dollar terms, it was a lot of money. But when I look at my “percentage” of cash/money market funds, it only dropped 3%!

My investment mix yesterday was:

  • Index Funds – 23%
  • Individual Stocks – 4%
  • High Div ETFs – 11%
  • Bond ETFs – 3%
  • Cash/Money Markets – 58%

The latest mix is:

  • Index Funds – 26% (goal 35%)
  • Individual Stocks – 3% (goal 5%)
  • High Div ETFs – 11% (goal 30%)
  • Bond ETFs – 4% (goal 15%)
  • Cash/Money Markets – 55% (goal 15%)

I might have to get more active in transferring money into my investment accounts because, right now, it’s pretty scattered into inconvenient places.

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