I took a look today at total assets on Fidelity Full View. I was imagining, because of new stock market highs, that I would need to rebalance to maintain my 50/50 allocation. Have not rebalanced in.......maybe two years? Can't remember exactly. To my surprise, total equities were at 49.76%. Does it make sense that because bonds are making a recovery from the "bad bond" times, this is why I'm staying at 50/50?
The other significant piece for me is that my spouse has most of the fixed income portion of his tax deferred account (403b) in TIAA Traditional, which for him is currently paying 3.892% (on average, I guess. It's always difficult to understand what is actually happening with TIAA Traditional).
Anyone else having this experience? No need to rebalance despite recent stock market highs?
The other significant piece for me is that my spouse has most of the fixed income portion of his tax deferred account (403b) in TIAA Traditional, which for him is currently paying 3.892% (on average, I guess. It's always difficult to understand what is actually happening with TIAA Traditional).
Anyone else having this experience? No need to rebalance despite recent stock market highs?
Statistics: Posted by Sagefemme — Mon Sep 16, 2024 10:15 pm