tar42:

"If you have faith in the managers of these funds to adjust for market conditions, why must you adjust beyond what they see fit? "

Oakmark E/I offers the best opportunity and Wellesley follows only a bit behind as solid long time holdings and along with my reduced funds and individual stocks my allocation is just where I feel comfortable at this time. I reduced the non balaced funds because of their holdings and chose to invest some $$$ in the individual stocks as I said earlier. OK?

Ti

 

Thanks Tim,

This was an answer, and I appreciate that. I think it a mistake to sell down, but maybe as my Dad always offered, “A lesson learned, is a lesson learned.” You don’t take a loss until you sell. If you set your asset allocation up with protection, you don’t have to sell what is now offering a better price.

Chin