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401k Rebalanced..

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  • 401k Rebalanced..

    I found that Small Cap and International funds are performing better than Large Cap funds for past 6 months.

    I changed composition of my portfolio as follows :

    Earlier composition:

    Large Cap 60%
    Small Cap 30%
    International 10%

    New Composition:

    Large Cap 35%
    Small Cap 45%
    International 25%

    I probably went to more riskier composition with this change. I will continue closely monitoring performance and will rebalance again if overall performance does not beat S&P after 3 months.

  • #2
    Whatever you decide, please remember that past performance does not guarantee or even imply future performance. Asset allocation should be an exercise in self-discovery, not market performance, especially past performance.

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