My Investment Mission statement

I would try to adhere to following investment principals:

My Investment Plan:

Overall:

1) Rebalance port at year end by selling SOME last year winners, and buying only little of last year beaten down asset class.

2) After market correction, invest new money according to asset allocation. After severe falls in market (not individual stocks), may be buy individual stocks - as they run sweet.

3) rest of year: accumulate additional cash, sell / buy at fibonacci ONLY. Hold off any other urges

401K: on quarterly basis, I add to Mo-Mo winners, Year end (once a year): rebalance a bit, sell some of last year winners, add some to beaten down asset class from last year. After market fall (once a year): invest new money added for the year.

IRAs/ 529s: Don't touch, may be 1-2 fund soln.