UnThreaded | Threaded | Whole Thread (2) | Ignore Thread Prev | Next
Author: rjm1 Big red star, 1000 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 169  
Subject: Re: Changing Allocation Classes in Annuity Date: 8/16/1999 7:24 PM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Recommendations: 0
Retired a year ago, but have an annuity from a previous job which I can't touch for
another 4 years without a penalty.
Have 37% in international equity(Jan Worldwide Growth) 32% Small
Cap(Oppheimer Aggr. Growth) and 31 % Large Cap Value(Fidelity Equity
InCome).Any ideas on tweaking this allocation since I can't touch it right now or
should I leave it be...... Let's hear it!!

You should do the reallocation in light of all of your investments.

Just looking at the annuity, I would say your risk factor is to high. International and small co's are higher risk than the large caps. I would reduce international and increase large cap. Who knows when small caps will come back. Maybe now? I think I would sit on the small caps and see what happens.
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (2) | Ignore Thread Prev | Next


Foolanthropy 2014!
By working with young, first-time moms, Nurse-Family Partnership is able to truly change lives – for generations to come.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Post of the Day:
Macro Economics

Swiss Franc, Obamacare, Education: Common Theme
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.