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Having been a fool for over 3 months, I have now been
placed in charge of my mothers $100,000. that has lost
about 15-20% in principal over the last 15 months but pays roughly 5-8% in dividends that she needs to pay bills with. I cannot seem to find a fool folio that will deliver this type of returns. However, I think that by splitting the folio between growth & income stocks it will balance out and preserve eroding principal.
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There are several things that should interest you in the retirement planning folder of the Motley Fool. I would direct you toward the Retire Early section. In these area they have suggestions about where to place money and the percentages in say stocks (or index funds), bonds & cash/CDs.
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If these are bond funds that Mom has, yes the NAV of bond funds has fallen
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There are several excellent REITs that not only would give you better dividend returns, but would offer good appreciation over the next few months/years.
Suggest New Plan Excel (NXL), Crescent (Cei), and U.S. Restaurant Prop. (USV) to look into.
I have both my Mom & grandkids into these three, with NXL perhaps being the best quality of the three.
Good luck.
Bob
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chinobe Date: 2/5/00 6:34 PM Number: 1998
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<<There are several excellent REITs that not only would give you better dividend returns, but would offer good appreciation over the next few months/years.>>

Boy, oh Boy, oh Boy!

Have you ever been sold a real bill of goods!

DHatch

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