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Subject:  Re: Building Bond Portfolios Date:  11/10/2002  11:38 AM
Author:  imcharliehm Number:  5170 of 35835


Do you remember the lyrics from the Simon and Garfunkel song, "The Boxer"? ...a man hears what he wants to hear and disregards the rest. I'd accuse you of doing exactly that with my posts (as I likely do with yours and other's). As the Buddhist proverb goes: "A way of seeing is also a way of not seeing". I don't think we share a similar focus at all and will only end up talking past each other. But let me make an attempt to clarify my post.

That 40%/30%/20%/10% allocation ratio that you are finding fault with --as you should-- was just a demo, nothing more, merely a way of setting up an example, about which I was careful to point out that the numbers were variables that could be varied to construct different profiles and different portfolios. Portfolios can be built bottom-up, one bond at a time, or they can be built top-down, using allocation schemes such as I was playing with. But the point remains that I was playing, as I almost always