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To: Professional
30% American Funds Euro-Pacific (up from ~25 to 56 excluding dividends).
20% American funds GFOA (~20 to 38 excluding dividends)
10% Royce Low Price (~10-18+ excluding dividends)
20% American funds World Gr & Income (~24 to 49 excluding dividends)
20% American Funds new perspective (~20 to 38 excluding dividends)

I rebalance 1-2x a year on average but during several peaks I moved 80% of my money to bonds including in the beginning of August at 13800 and moved 100% back to the same mutual funds at ~12800.

61 posted on 10/18/2007 8:08:06 PM PDT by rb22982
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To: rb22982

How about we get Jim Rob to have an investment corner here? It’s about time. We should learn from each other


83 posted on 10/18/2007 8:31:11 PM PDT by dennisw (France needs a new kind of immigrant — one who is "selected, not endured" - Nicholas Sarkozy)
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To: rb22982

For the fun of it, you got the ticker symbols? I want to run a program on it, give some stats back to you. You’ll like it. BTW, thanks, decent of you to share something somewhat personal.


99 posted on 10/18/2007 8:48:10 PM PDT by Professional
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