...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:CASH & EQUIVALENTS 28.3% BONDS 14.4%REITS 6.5%LARGE CAP US 32.1%SMALLER CAP US 3.3%INT'L STOCK 15.4% 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 That's not bad with all that cash and with having withdrawn 1.5% of the starting value for living expenses during the nine months.What's in your wallet?--fleg
CASH & EQUIVALENTS 28.3% BONDS 14.4%REITS 6.5%LARGE CAP US 32.1%SMALLER CAP US 3.3%INT'L STOCK 15.4% TOTAL 100.0%
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