Asset Allocation, 2017 – Year End Update

Our allocation was passive (and automated) through the year. We did not max our 401(k) and Roth contributions. But we managed to save all of Mrs. Gofi’s income. We plan to continue living on one income.

We use Personal Capital to track our personal finance. According to Personal Capital, our investments gained 19.46% in 2017 – this is in tandem with the S&P 500 which gained 19.42%. Our stock/bond split currently sits at an aggressive 83% to 12%.