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Author: bailey7094 Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 76395  
Subject: Re: Investing for Mom Date: 8/11/1999 9:27 AM
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From zgriner:

The idea is to let the MMF/bonds/CDs/T-notes provide the cash as they mature while the stock portfolio gyrates in the market. The assumption is the stock portfolio will provide a better long-term return than the bonds/CDs/T-notes, especially if left alone during down periods. This scheme forces you to use an asset allocation model with a yearly rebalancing to provide cash.

Zev


I quote above only part of an excellent post. Thanks, Zev. I very rarely print one, but this is a keeper. It's a mini textbook on managing the flow.

FoolishProf
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