Having been a fool for over 3 months, I have now beenplaced in charge of my mothers $100,000. that has lostabout 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.
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.
If these are bond funds that Mom has, yes the NAV of bond funds has fallen
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
chinobe Date: 2/5/00 6:34 PM Number: 1998------------------------------------------------<<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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