Hi Ray, Re: Fraternity Account...................
I have been using the 30 day rule with this account with regard to consecutive purchases. That is true of both the high yield fund and the growth stock fund. I've been switching in and out of the growth fund based upon market risk. In 2007, the high yield fund had such a bashing, that being 100% invested there was still painful. For the first time since adopting the current strategy, the bond fund fell a greater amount (and quickly) than did the growth stock component.
Going forward, it would appear that both the growth and the high income sides are positioned to perform well. The growth component has been very steady since starting that portion again in January. The income side has continued to bounce around but also continues to pay a nice monthly distribution.
Best regards, Tom