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Relying on a Diversified Portfolio

Comments posted to “Should You Maintain an Allocation to Bonds When Current Rates Are Low,” by Craig Israelsen, in the May 2013 AAII Journal:

The early baby boomers who invested aggressively during the 1980s and 1990s and then survived Y2K began to focus like a laser beam on a safe, sound and “cushy” retirement at the start of the century. Then, the two worst bear markets of their adult lives began. Portfolios that remained heavily concentrated in equities were absolutely devastated. Retirement goals were delayed and/or devalued.

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Discussion

Pat Roszel from Kansas posted 10 months ago:

I am an older investor (79) who has finally decided to settle on preservation of capital.25 equities 75 "fixed. I would appreciate an article on Traesury I bonds and Target maturity mutual bond funds primarily those that are in investment grade corporate bonds. I have considered laddering those out 1-5 years. It seems to me like the first one gives some protection from run away inflation and the second rising interest rates. Both seem like a secure sourse of some income and a place to park money from my expectations for the near future. I must be missing something. what is your opinion?


Charles Rotblut from Illinois posted 10 months ago:

Hi Pat,

I have received requests from an article on target maturity funds from other members and the idea is on my "to do" list.

-Charles


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