10-08-2013, 09:42 PM
As I'm still accumulating, I tend not to concern myself with balance at this point. The last years has presented me with opportunities in REITs, energy and tech- so I'm overweighted in those three areas. I try to buy like a vaule investor- so I wait for attractive dips... which sometimes has me waiting too long, and missing the boat
However, the advantage I have- thanks to listening to my sainted father- is that virtually all my my investable assests are earning 6.5% in an annuities or 4% in E bonds. So I'm OK with missing a few boats;-)
I do think 10% would be a good allocation to this sector.
Ronn
However, the advantage I have- thanks to listening to my sainted father- is that virtually all my my investable assests are earning 6.5% in an annuities or 4% in E bonds. So I'm OK with missing a few boats;-)
I do think 10% would be a good allocation to this sector.
Ronn