The S&P 500 is currently 120% above its low in March 2009 (government, 2014)

[mathjak107]

Originally Posted by ohio_peasant

That's about 80% weighting in US large-caps!

By way of contrast, I've been roughly 35% in US large-cap, 30% US small-cap, 20% Europe and 15% other foreign markets.

i was also pretty aggressive ,but only until i started structuring for retirement . now it is mostly large caps and investment grade bonds .

[BucFan]

Originally Posted by mathjak107

loooking at the x-ray on fidelity i see i am :

20% large cap value

22% large cap blend

37% large cap growth


2% mid cap value

6% mid cap blend

9% mid cap growth

2% assorted small cap.


bonds are 75% intermediate duration of highest quality bonds and 25% short duration.

think you need more small cap?

edit: nevermind, I see you answer above....that's what I get for posting before reading an entire thread.....anyway, I'll have to look at Fidelity's Xray. I've been using something from Morningstar in the past.

[TuborgP]

Originally Posted by ohio_peasant

That's about 80% weighting in US large-caps!

By way of contrast, I've been roughly 35% in US large-cap, 30% US small-cap, 20% Europe and 15% other foreign markets.

Interesting discussion on Bogleheads theory forum thread about international investing and really how your portfolio is allocated. In short how much of your US large-cap revenues are really generated overseas and how much of your Europe and other market fund revenues are generated in the United States. Our actual allocations may or may not reflect what we think it does. Mathjak talks about how his Large Caps reflect international revenues and in fact we could be over weighted international and not realize it. Of course the reverse has to be factored in.

[TuborgP]

Originally Posted by mathjak107

i was also pretty aggressive ,but only until i started structuring for retirement . now it is mostly large caps and investment grade bonds .

That is pretty much what the newsletter portfolios have become with the exception of the select. That will change the question is when and that is TBD. If I remember right some time back we had a discussion about whether the trend was market driven or more reflecting subscribers wants, preferences and fears. I remember our discussion when they were shifting the income portfolio and making it more equity to generate something.

[ohio_peasant]

Originally Posted by TuborgP

...Of course the reverse has to be factored in.

Unabashedly quoted out of context.... But this is why, in my view, it is risky to overweight any one sector, even if well-informed people diligently honoring their fiduciary responsibility (as we expect from authors of a reputable financial newsletter) recommend an over-weighting.

[BigCityDreamer]

The S&P 500 closed at record high of 2052. This is 200% above its low in March 2009. Yes, that is 200%.

The expectation is that the stock market will continue to trend higher over the coming months, with minor pullbacks of course.

[mustang84]

Intel also closed at a 52 week high today. I'm up 60% over a couple years, including dividends. It's been a great stock.

[Quaker15]

The question is, how much higher can it get before it goes south?

[bmw335xi]

Originally Posted by Quaker15

The question is, how much higher can it get before it goes south?

Stay with the trend, so it's as simple as keeping it until the trend breaks.

[Lowexpectations]

Originally Posted by Quaker15

The question is, how much higher can it get before it goes south?

The trend over the history of the market is to continue to go higher