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Author: Hawkwin Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 76865  
Subject: Re: Emerging Markets fun in 401(k) and Roth IRA? Date: 7/18/2012 2:27 PM
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I don't know anything about your previous advisor, when they made their recommendation, or when you made the changes but having some bonds in a retirement account is not necessarily a bad thing.

In this situation, if your advisor made that recommendation at or prior to the market downtown (or really any time since then), that position likely made you some money. The 5 yr number on it is 3.8% with a tiny tiny beta.

The 5 yr number on the REIT is 3.3% with a whole lot more volatility.

Keep your eye on the housing market if you keep it at 26%. There is concern that another slowdown is coming and the last housing crash cost this fund 67% of its value ($100,000 would have been worth $33,000)
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