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Conference nyoss1::market_investing

Title:Market Investing
Moderator:2155::michaud
Created:Thu Jan 23 1992
Last Modified:Thu Jun 05 1997
Last Successful Update:Fri Jun 06 1997
Number of topics:1060
Total number of notes:10477

141.0. "Retirement" by SDSVAX::SWEENEY (Patrick Sweeney in New York) Wed Apr 01 1992 16:26

FREEBE::DEVOYD                                       12 lines   1-APR-1992 09:32
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    I have a question about retirement portfolios.  What would be a
    good balance for a retirement portfolio for a person faced with
    early retirement looking for growth, future income, with some
    risk?
    
    The following was suggested to me.
    
    	Treasury notes		70%
    	0% Municipal Bonds	10%
        Mutual Fund		10%
    	Dividend petro stock	10%
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141.1Topic already in conferenceMINAR::BISHOPWed Apr 01 1992 17:295
    See note 124.* (and others elsewhere).  Your advisor is giving
    you lots of income and almost no growth--unless you're within
    a few years of your expected death this may not be a good idea.
    
    		-John Bishop
141.2See Note 124CGOOA::DURNINFri May 08 1992 22:385
    Hi,
    
    I have added a note in 124 about asset allocation.