Goodbye 2010...

Wow what a 4 month period, the s&p started September at 1049.72 and finished the year at 1257.64 up 208 points. The jump put a damper on my investment plans. I wanted to allocate spouse's rollover money into stocks, but I didn't pull the trigger. Now I sense some bull market capitulation, so I'll hold off until a correction. We have gone almost straight up for 4 months, so it's due.

What worked:
REIT investment in early summer, up over 10% since investment.
US small caps up over 20% for the year, I 'rang the register' and took some off the table in Dec.
US Bonds, until Nov 2010 after QE2 started.
US equities, early and late 2010.

What disappointed:
cash
EWC, sold out position in Nov 2010 at 30. Small loss of ~$350. I'm waiting to regain CND exposure through VGTSX when it's reconfigured in Q111.

2011 plans:
Finish 2010 IRA investments.
Invest 2011 IRA allocations.
Invest spouse's rollover dollars in US and foreign equities.
Continue investing in tax deferred accounts.
Move some BND money to JNK early in 2011.
Establish a position in sm cap FTSE exUS in taxable account.
Begin investing in HSA account.

Goals:
Finish six sigma cert
Continue showing value in data mining
Implement Oracle 11.2
Stay employed

Purchases:
Main bathroom remodel
Summer vacation
Purchase an android tablet media player for fun and education about O/S.
Save for new exterior windows in 2012.