Great Stocks

[gfp927z]

Derf, >> 25% in stocks? <<

Yes, 25% is the current allocation in stocks, with most of that in the S+P 500 index, and the rest in the individual stocks listed (116 stocks and 2 sector ETFs). The individual stocks are small positions, but together they add up to a decent amount. I have them equally weighted, with a few slightly bigger (CTAS, RSG).

For bonds, the current allocation is 30%, plus 20% in T-Bills. The bonds are laddered monthly out 3 years, and are mostly in Treasury notes plus a few corporates and CDs. I'm retired (68), so taxes aren't much of a problem, therefore no munis currently, though I had some back in the day.


>> I typically am looking to put $100k into a stock <<


Yikes, that's some serious dough :o)




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