The Motley Fool Discussion Boards

Previous Page

Retirement Discussions / Retirement-Soon or Done


Subject:  Re: Changing Allocation Classes in Annuity Date:  8/16/1999  7:24 PM
Author:  rjm1 Number:  78 of 178

Retired a year ago, but have an annuity from a previous job which I can't touch for
another 4 years without a penalty.
Have 37% in international equity(Jan Worldwide Growth) 32% Small
Cap(Oppheimer Aggr. Growth) and 31 % Large Cap Value(Fidelity Equity
InCome).Any ideas on tweaking this allocation since I can't touch it right now or
should I leave it be...... Let's hear it!!

You should do the reallocation in light of all of your investments.

Just looking at the annuity, I would say your risk factor is to high. International and small co's are higher risk than the large caps. I would reduce international and increase large cap. Who knows when small caps will come back. Maybe now? I think I would sit on the small caps and see what happens.
Copyright 1996-2018 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us