[SeekAndFind]

He invests in one mutual fund that has never had a down year in over seventy years. That's a track record.

Could you be so kind as to share the name of the mutual fund with us ? Hope it's still open to new investors.

[Dilbert56]

Unfortunately, he's never given the name of that fund, or any other one he's in. He says you can expect 12%(net 8% after inflation) from a good mix of mutual funds, long term. In the absence of any other information, he recommends a mix of large cap, agressive growth, international and mid-cap funds with roughly 25% in each.

That's a bit too risky for people who are really nervous about their money. Someone who is checking their balance every day and panics when the market has a setback shouldn't be in anything that volatile. Good finances but too much emotional stress.