Saturday, June 01, 2013

Settling in.....

Where we're at:

DJIA: 15,115.57
s&p: 1630.74
10yr: 2.16




s&p PE: 23.89
VIX: 16.30

equity: 35
bond: 32
cash: 33
 
1yr:  6.2%

After ~90 days, I'm settling in to my new role.  The friend who clued me in to the job is leaving the area, it's a shame to see him take off.  It still feels different, but not weird anymore.  I'm hanging on to my TXT (140 shares), we'll see if the new models can spark an uptick.  V started their new int'l bond funds (finally), after the target allocations are made, I'll see if we need to buy any more for a 20% stake.

I finally bought some IAU, just for insurance and just a few shares.  I'd like to get it to a few thousand then forget about it.  But, I'll only buy as it drops.  It's almost time to buy some more REITs and int'l equities as well, they're coming off their highs, so I'll watch them.  I'm also wanting to buy some KMR when it comes back some.  Had a little SQL consult gig in May, to chip in some $$ and keep my SQL knowledge up.  I'm due for my first review at the new place (3 months), it should go ok.

No vacation this year, our house needs repairs after a May hailstorm, plus we have medical stuff to do over the summer.  Son turned 18 today, wow the last 10 years have flown by.  Work support this week has made me even more determined to 'kiss' off IT at 60 and be a Y towel boy :).