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Author: bhincc Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 75643  
Subject: Re: Poll: $ 500,000 - tax free Date: 7/18/2001 4:40 PM
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Congratulations on your new found fortune! Now let's try to make it grow... breaking it down into 4 investment areas:

Take 25% and purchase stocks in the Rule Maker Portfolio. (despite the Fool's repeated warnings NOT to simply buy what they do, I prefer to let them do the analysis. Admittedly, to date it's not a sterling performance... but their logic and parameters make sense for long-haul investing.)

Allocate another 25% to buy two index stocks - NOT funds - and dollar cost average monthly purchases of each. The two stock indexes (indicies?) I'd pick would break down as follows: 20% SPY and 5% QQQ representing the S&P 500 and Nasdaq markets repsectively.

25% in bonds with staggered maturity dates about a year apart. Rolling them over each time one matures or is paid off.

25% in tax free money market. That way you have a nice reserve for -gulp- rainy days, or some flexibility when that dream investment comes along that you are convinced is right for you.

A toast to your wealth,
bhincc
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