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2 new funds in the 403B

February 25th, 2010 at 09:01 pm

Saving log - $0
Spending log - $1.75 coffee
Found money - $0.03 (3 pennies in a planting by the bus stop)

Saving log - $4 tip box
Spending log - $0 (free coffee)
Found money - $0.14 (sidewalk, crosswalk, planting strip, bus aisle, Safeway floor)

Total dirty money so far... $26.90: 690 pennies, 24 nickels, 110 dimes, 27 quarters, $1 bill, 1 10 pence (counted as 15 cents)

We had the yearly or bi-yearly update on our 403B. Two changes that I should research:

1. We are swapping our current small cap fund with another small cap fund. A quick look at style box of the new fund is telling that this is more of a mid cap than a small cap ... and that could be that successful small cap companies grow to turn into mid caps, or it could be that the manager is buying more mid cap companies that to compensate for small caps going under. Interesting thinking about that "style drift."

2. We are adding another type of bond fund - a low duration bond fund that invests in shorter term bonds than the usual 5-10 yrs. I have some bond holdings and I'd like to check this new fund to see if holding it would be useful to me.

On a non-fiscal note, we've had V.I. for six months, now as long as we had Morgan. I still get a little choked up about the whole thing....How are we celebrating V.I.'s six month anniversary? She's getting her nails trimmed. She might not be celebrating it, but we sure will. Big Grin

2 Responses to “2 new funds in the 403B”

  1. LuckyRobin Says:

    I thought of you today when I was at the grocery store leaning back in the checkout lane to see if there were any coins on the floor underneath the overhang the counter, then again when I looked under the bench where I sent my kids to sit while I went though the line because they were annoying me. No money found unfortunately, but I don't think I'd be looking so much more without having read about your money hunt.

  2. baselle Says:

    Those overhangs and edges are just goldmines. There's the overhang at the checkout counter, but I've found a few coins under the slight overhang of the prepared food counter, found a few wedged in the gigantic cracks in the sidewalk. Strange - I feel sometimes that coins just appear.

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