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Investment "rejiggling"

January 23rd, 2007 at 05:34 pm

Okay so my investment adviser used fancier words than "rejiggling" during our not quite quarterly review of my savings - he likes to meet quarterly - we normally manage to about 3X a year. He's "MrOnTopOfStuff" way more than I am. Which is why I deal with him Smile I need someone to keep me up with this.

So we went though my assets. One of my Income Trust Funds has not been doing what its supposed to be doing (can we say earnings flattening..) so I'm going to move those funds into a Global Fund -which will give my portfolio a bit more diversity. I looked at the other funds I'm in and I'm still happy with them.

I also am upping what I put into my accounts each month by 1/3. So I will meet with him or his assistant tomorrow to sign the paperwork I need to sign and bring a cheque so they can set up the automatic withdrawals for the additional amounts.

I'm feeling good about this.

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