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Author: LONGREITS Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 35400  
Subject: Re: Bond allocations in small retail portfolios Date: 4/28/2011 9:51 PM
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Charlie,

Thanks a lot for your thoughtful post. I take your words seriously as your experience and performance are both meaningful and impressive. I do feel I'm "late to the party" but also feel this is an incredible asset class full of opportunities, even if at certain times there are more opportunities than in others. I have invested exclusively in equities with some success, 9.97% compounded over the last five years, and right now equities and only equities are within my circle of competence. I'm trying to build my fixed income skill set in the coming years so I can be ready when the opportunity comes. I have started to run bond searches in my etrade account (which I got just to get quotes on corporates), and have started to read more and more about the subject.

I feel I'm very knowledgable in the handful of companies I invest, and hope to develop some similar fluency in bonds.

LONGREITS
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