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Retirement Discussions / Retirees - Capital Preservation


Subject:  Re: My Portfolio Evaluation Date:  7/7/2008  3:22 PM
Author:  thinkahead100 Number:  4 of 8

Thanks for your timely response. I am now in the process of researching your comprehensive list of closed end funds and individual stocks. I am also studying TMF In Retirement model portfolios that apply 0 to 30 years in retirement. Note that I have been in retirement 20 years leaving me a balance of 10 years. I intend to adjust the TMF Allocation Assests to accommodate my 10 year balance in terms of my risk goal(TBD) and then proceed to consider your list, the TMF list and other reccomendations that,hopefully,are forthcoming.

If interested, I will be happy to send you my final retooled portfolio.

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