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OldAIMGuy

01/05/15 7:32 PM

#38973 RE: SFSecurity #38972

Hi Allen, The graph I put up from Newport is a summary graph of all the holdings. The 'hold zone' is not really anything (just there to look pretty). It's not a calculation.

Most of mine are set up pretty much as Karw's. The income pieces look a bit more like AIM-High.

Here are the components of mine:

US Equities
FVL, DES, DON

International Equities
DEM, DLS, DTH

Income Components
SCHP, JNK, PSK,

REITs
VNQ, DRW

Precious Metals
IAU

Even with the ex US pieces not behaving well (nor IAU) the portfolio still turned in about 5% for the year, I believe. There was a reasonable amount of trade activity during the year and it looks like it will continue in the New Year.