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Re: allocation question for Al and Taylor
Jester1066
07-07-2008, 8:58 PM | Post #2536636
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The current allocation is:
AIBAX 19%
ABNDX 12%
AMUSX 6%
CWBFX 3%
CAIBX 22%
CWGIX 12%
ANCFX 6%
ANWPX 6%
NEWFX 6%
AWSHX 3%
AEPGX 3%
SMCWX 2%
As to risk tolerances, my pattern has been to use different pots for different purposes. In taxable accounts I have been known to take aggressive positions. In the tax differed accounts I aim for a more systematic approach--find a good allocation and let it build with periodic rebalancing (look at it on yearly basis).
As for the Am Fund pot, I have been taken with the idea of growing the stream of income. This pot is a major one for retirement purposes, though not the only one. The current allocation is based on my own handy work from study of Bernstein, various target maturity allocations, and growing appreciation of CAIBX.
I look forward to your input.
Topics
aggressive
rebalancing
risk tolerance
Target
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