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Re: OldAIMGuy post# 28149

Friday, 08/22/2008 12:36:44 PM

Friday, August 22, 2008 12:36:44 PM

Post# of 48346
Hi Tom, 10 more general sectors

Thanks for the explaination. I hadn't seen your change away from the sector funds.

So far I still have three different Accounts each on their own AIM program with a few funds in each. Most are open-end mutual funds but there are also a couple of ETFs.

A calculation of approximate internal allocations is kept just for tracking and awareness, broken into;

LargeCap US
Mid&SmallCap US
International
RealEstate
FixedIncome (cash reserve).

Commodities (DBC or DJP) could be added someday, if there is ever a good buy point (no time like the present?).

When I first reconfigured the 401k account after a few years of stuff-it-in-there dollar cost averaging I did the allocation breakout to get a snapshot of where the account was ... fully expecting it to be overweight LargeCap. I was surprised to learn it was actually about 44% Mid&SmallCap and only about 20% LargeCap! We fixed that.

There's the perception and then there's the 'rithmetic. :)

Happy investing,
-sl

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