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Bonds remain strong, stocks too risky

written by Alex on

Happy New Year!

Over the past year, our Conservative allocation has stayed basically flat, while our Balanced allocation did drop by about 5%. This, while the stock funds have dropped by about 40%. We’ve been gaining momentum as the end of the year was approaching. For instance, in the month of December alone, we’ve made 3.34% in the Balanced allocation.

The F Fund (“Lehman Aggregate Bond”) has continued getting stronger since the last issue. Its risk is now low enough that we can put all of our money into it in our Balanced allocation. We’re putting more money into it in the Conservative allocation as well, though there, we are still keeping most of our money in the G Fund (“Money Market”).

Happy trading, and have a healthy, happy, and prosperous new year.

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