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In regard to Marv's Post #2754 and my Post #2758 response, this is a P.S.

Marv said -- I assume you're retired and you have to live off of these funds. So prior to your last rebalance, you sold some stocks whenever the need arose. If that is the case, I wouldn't include the bond fund as an investment in your portfolio calculations since it's kinda like including your checking account as an investment. If you are using the bond fund to buy on the dips that is a totally different matter.
Upon thinking about this some more, I can see that perhaps you meant not to include the bond fund portion when tracking stock performance and/or making comparisons to past percentage yields when this portfolio was fully invested in stocks.

Actually, on my Excel spreadsheet summary (with imbedded formulas) I do break down the portfolio for yield and market value relationship purposes into three sub-categories -- stocks, bond fund, money market. So I do have a handle on how each segment is performing -- and not just the portfolio as a whole. Thanks!

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