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Subject:  Re: Porfolio Diversification Date:  11/21/1998  3:49 PM
Author:  TMFPixy Number:  6710 of 99379

Joe asks:

<<Any thoughts (or experience) with how to split up an IRA for Income Production and of course Capital Preservation?

Something about $450K in size. My first thought was to put the whole thing in either FF or HY10. But, I am not too sure if that is a good idea.

I ran a bunch of tests through a spreadsheet (with FF and HY10 returns) using a number of different starting years to get an idea how various time periods affected the bottom line and most looked pretty good.

But I am still not sure if a single approach for the entire portfolio is Foolish. >>

You might want to look at the 23 or so posts on this board concerning Retiree Portfolios. They address this issue and may give you some food for thought. They are in consecutive order starting at this link:


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