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Author: buy2win Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 19341  
Subject: Re: Question For Other Retired Fools Date: 6/12/2002 1:14 PM
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I would be interested to hear how other retirees have navigated this stormy market and what their results has been. And, better yet, what their ideas are for the future months.

Thanks to all,

Sam


I'm not retired, but I intend to in the next year, so I'm essentially at the same point you are regarding my mutual funds.

I've found asset allocation along the following lines has worked well for me:

Small Cap Value 12.5%
Small Cap Growth 12.5%
S&P 500 Index Fund 25 % (Large Cap Growth)
Equity Income Fund 25 % (Large Cap "Value")
International Fund 25 %

I rebalance every year.

The maximum drawdown with this allocation has been about 20 %, well within my risk tolerance levels.

The current value of my portfolio is at about 0% change from inception about 2 years ago.

b2w

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