Dividend Progress Report: Q2 2010

After each quarter-end I review my asset allocation and year-to-date total returns by category. The attached PDF contains my actual asset allocation as of 2010-Q2. Below is a high-level summary of the information contained in the PDF: Asset Allocation Actual Target Diff. Cash/Fixed Income 29.8% 28.0% 1.8% Equities-Domestic 38.6% 38.0% 0.6% Equities-International 23.4% 24.0% -0.6% Employer Equity 8.2% 10.0% -1.8% Total 100.0% 100.0% Cash/Fixed Income 29.8% 28.0% 1.8% Large Cap. 47.2% 48.0% -0.8% Small/Mid Cap. 14.8% 14.0% 0.8% Employer Equity 8.2% 10.0% -1.8% Total 100.0% 100.0% Asset Allocation In the second quarter, my asset allocation was reasonably close to my target. What a difference a year makes. For so long, I was over-allocated in my employer’s stock. Now I am 1.8% under-allocated in it. None of the variances are above my 2.5% tolerance, so I will adjusted them with future purchases.... Read more