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Old 12-30-2013, 05:27 PM   #21
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Completely agree that it's based on risk tolerance. Our pensions and SS are enough for us to live comfortably (if not lavishly). Our AA is 45/55 - that is about as much exposure to equities that I can tolerate.

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Old 12-30-2013, 05:47 PM   #22
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My current equity exposure is 65%, almost all in taxable accounts. If I had more money is retirement accounts, my equity exposure would be lower. Next year I will look at some more sales of appreciated equity, depending on how the tax position looks. People often say to ignore taxes in buy/ sell decisions, and I think this would be smart if I were 90% correct about what is coming, but I am not that correct, so I prefer to let tax considerations play a large part in deciding where or if to pare.

I am bearish on equities overall, fence sitting on medium term bonds.


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