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SMID 5 Current Actions

Here are the relative rankings of the various components of the generalized 401k offerings. Some of these items may not be in your particular plan but you can easily match your plan’s offerings with those on the list.

Type EntryDate ExitDate Ticker % Equity Target
HOLD 6/1/2017 Total Return
HOLD 6/1/2017 Income
HOLD 6/1/2017 International Bond
HOLD 6/1/2017 Hi Yield
HOLD 6/1/2017 Emerging Bond
ACTION DATE - 10/9/2017

Table Interpretation

Column 1 defines the action the investor should take. Close means sell the position. Open indicates that this position should be opened or bought. Hold says that the investor should continue to be in the position for another month.

Column 2 shows the Entry Date which is the date when the position was first bought.

Column 3 shows the Exit Date or the date the position was sold.

Column 4 indicates the Sector that the row is referring to.

Column 5 tells the % Equity Target or what percent of your portfolio the Sector should be invested in.

Finally, at the bottom of the table is the Action Date which records the date that any actions shown in the table above were recommended to be taken.

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