UnThreaded | Threaded | Whole Thread (2) | Ignore Thread Prev Thread | Next Thread
Author: zrobin Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 169  
Subject: Changing Allocation Classes in Annuity Date: 8/16/1999 1:33 AM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 0
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!!
zrobin
Print the post Back To Top
Author: rjm1 Big red star, 1000 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 78 of 169
Subject: Re: Changing Allocation Classes in Annuity Date: 8/16/1999 7:24 PM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 0
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!!
zrobin


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.

Print the post Back To Top
UnThreaded | Threaded | Whole Thread (2) | Ignore Thread Prev Thread | Next Thread
Advertisement