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For several years we managed to keep our invested principal arount $1.5 million. During 1999 it shrank to $1.4 million. We have a broker. Good credentials. Obviously he simply followed the original criteria of no risk. Protect principal. Naturally we were heavily invested in municipals and corporate bonds. Missed the entire stock market run up. Trying to regroup. Invested in a mixture of blue chip and technical securities. But only invested approximately $130M. Retired since 1985. Current portfolio produces approximately $90M in income. The more we diversify, the less income. Caught in a Catch 22 scenario. Where do I begin to figure it all out???
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