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Friday, 11/09/2007 12:53:00 PM

Friday, November 09, 2007 12:53:00 PM

Post# of 1177
Re: Retirement Account Diversification.....................

After 5 years working with my original plan with ETFs in my retirement account I've done a significant restructuring.

http://www.aim-users.com/etfunds.htm
This will give the complete story.

Since the account's size only allowed a certain level of diversification back in 2002, I went as far as I could. Now, with growth of the portfolio of about 60% overall and an increase in the level of reserve funds available it was now time to do more work.

While the overall account remains committed about 60% to equities and 40% to income, I've divided the equity side into more pieces. Instead of business sector funds this time I've chosen "style" funds for this work. Larger and smaller cap value and growth, U.S. and International are all now represented.

In the future we may further subdivide some of these areas as there's more value to be spread around. But for now, this is about as diversified as I can make it and still have viable AIM accounts.

Best regards, Tom




Port Washington, WI 53074

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