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Author: hockeypop 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 75633  
Subject: Re: Poll: What now, fellow retiree inveestors? Date: 12/17/2007 9:49 AM
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I've been doing this over the past few years. Currently about 30% of my port is in foreign funds (all equities), about 2/3 developed markets and 1/3 emerging markets. I have heard recommendations as high as 40% for total foreign (1/2 developed, 1/2 emerging). Would you mind sharing with us what your 'goal' percentage allocation (of the equity portion of your port) to foreign equities is?

Current:

US LC/MC: 48%
US SC: 8%
Int: 24% (about 4% emerging markets)
REIT: 10%
Bonds/Fixed: 10%

I have a lot of cash/short-term from the sale of my home (about 30%) from the sale of my home, 1/3 going toward new home, 1/3 available for investment, and 1/3 will remain liquid for at least a year. That isn't counted in my retirement investments right now.

Goal:
US LC/MC: 35%
US SC: 10%
Int: 30%
REIT: 10%
Bonds/Fixed: 10%
Intern. Bonds: 5%

Age 61, DW 54, no plans to retire soon for either of us so we are more aggressive (and we have that cash -- wow did we "luck" out from our downsizing).

I'm probably too heavy in LC as compared to MC right now (Quicken doesn't break them out), but LC also gives me greater exposure to international too (isn't US LC now about 40% international revenue?).

I'll consider increasing International exposure beyond 30% and even a little commodities (not at these prices) if I broaden my asset allocation a bit.

Adventure!

Hockeypop
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