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Author: fleg9bo Big funky green star, 20000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 853134  
Subject: How come nobody talks about... Date: 10/13/2012 4:48 PM
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...asset allocation anymore? I thought this was a retirement strategy board.

Just for fun I decided to check my asset allocation as of the end of Q3. I make a few decisions about my allocation -- how much to keep in my managed accounts, what to do with the resources outside those accounts -- but mostly the decisions are made by my account managers. Here's what I discovered:

BONDS 14.4%
REITS 6.5%

TOTAL 100.0%

The bond allocation includes some short-term, some intermediate-term, some quality long-term corporates and some junk. The cash includes some I-bonds, some CDs and some money-market funds held by a managed account.

My portfolio was 8% up for the year as of 9/30, compared to the S&P 500's 12% (with dividends reinvested). That's not bad with all that cash and with having withdrawn 1.5% of the starting value for living expenses during the nine months.

What's in your wallet?

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