We will be away until the New Year, hiking in southwest Texas. I plan to make a photo album of our trip for the site, so you can look forward to that while we're away.

Here's a little table that you might want to refer to as you rebalance your portfolio at year-end. Shifting gains from your best performing funds (Treasury Bonds this year) into your worst performing funds (S&P 500 Growth this year) is a good idea since you want to bring things into balance.

As I noted in a previous entry, if I had sold some of my technology holdings at the end of 1999 and shifted those gains into bonds or Russell 2000 Value (then the worst performing asset classes), I would have saved myself a lot of grief. Now I know better and am disciplined about asset allocation.

Happy Holidays, guys.

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