InvestorsHub Logo
icon url

daisy42

05/29/12 1:18 PM

#35526 RE: OldAIMGuy #35524

Thanks Tom,

Yes, I read Lichello's instruction NEVER to invest less than 25% in the equity fund, because when you reach that point the asset would have tripled in value, and you should close it and start again, as you did. I've started a SynchroVest-based account for our granddaughter, but on the basis of my little study, I'm switching it to TwinVest. Another point, which I didn't mention, is that using Lichello's example, the TwinVest account ended with 15% cash and the SynchroVest account with only 3.5%.