So I am trying to figure out how to arrange my portfolio, and what needs to be addressed. Here are some ideas I think I should do:1) Get my money out of cash that is sitting in brokerage accounts. I am thinking of moving it into a S&P500 ETF as a "placeholder". (I've got around 7k just sitting around that has been sitting around for years and it is annoying me that it isn't in the market)2) figure out where my assets are. I honestly don't know how much money is in foreign investments, REIT's or domestic stocks. I have a rough idea, but very very rough. I think I should submit my portfolio to the X-ray tool on morningstar.3) Figure out a new financial plan. As I mentioned, I am about a year ahead of schedule according to my original plan (set up 3 years ago). It could be as simple as using the original plan, but plugging in todays numbers. It is a quarterly plan. It reports goals for each quarter. I should come up with new quarterly goals.4) Determine what to do with the cash accumulating. I have been allowing cash to gather, because I feel my job is insecure, because it is almost enough to pay off the house, and because I am hesitant to put this money into the market that is not tax protected. I am leaning towards paying off the house, which would reduce my income requirements and serve as a low yield bond, which seems like a decent conservative plan. Perhaps too conservative.5) Get together the paperwork for investments for the close of 2006 and file them all in one place for future posterity.
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