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Old 01-22-2012, 11:37 AM   #1
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I'll Show You Mine, If You Show Me Yours...

Why not, at least in this format?
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Old 01-22-2012, 11:51 AM   #2
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The pie chart is simple in my case : 100% in cash, CDs, and munis. I don't know how to create a graph similar to yours and then insert it in this post, sorry.

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Why not, at least in this format?
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Old 01-22-2012, 02:29 PM   #3
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Nice chart. Are the bonds individual, a mix of fund types or all in one bond fund?
I tried the Morningstar program to show cap levels, foreign % and the like but could never get it to work. Several of my funds just don't have a NYSE ID or some way to enter them. I have the TSP G Fund which I consider a stable value fund but some see as cash. I have I Bonds (is it a bond or cash?) and some of my stocks were not loaded in the M* program when I tried it. So I never got it as precise and visual but I probably know as much as I need to to manage my portfolio.
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Old 01-22-2012, 02:39 PM   #4
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Quote:
Originally Posted by obgyn65 View Post
The pie chart is simple in my case : 100% in cash, CDs, and munis. I don't know how to create a graph similar to yours and then insert it in this post, sorry.
Me either! Besides, what fun would it be to see a solid green pie chart?
(100% cash that is).
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Old 01-22-2012, 02:57 PM   #5
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Old 01-22-2012, 03:10 PM   #6
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Sure, I'll play.

The asset classification was done by Quicken. It had some problems identifying some stocks ("no asset class"), such as Berkshire, and I am too lazy to go in and help it by entering the info myself.

You will also see that I have 25% "cash". That includes our I-bonds, some stable-value funds, money markets, etc...




Quote:
Originally Posted by obgyn65 View Post
The pie chart is simple in my case : 100% in cash, CDs, and munis. I don't know how to create a graph similar to yours and then insert it in this post, sorry.
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Originally Posted by JOHNNIE36 View Post
Me either! Besides, what fun would it be to see a solid green pie chart?
(100% cash that is).
Well, I thought of it more like a pizza with only tomato sauce on it. Yes, perhaps one can live on it, but not too interesting to the palate. I am the kind who likes deluxe pizza with dozen of toppings myself.
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Old 01-22-2012, 03:17 PM   #7
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Egads...it's been years, YEARS I tell you since I've made a pie chart.

My brain hurts.

This is as good as it's gonna get.....

(Edit to add....54/57 both retired. Pension covers 25 to 30% of yearly expenses. Low cost medical, vision and dental from Mega Corp. Both eligible for SS.)
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Old 01-22-2012, 03:22 PM   #8
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Quote:
Originally Posted by obgyn65
The pie chart is simple in my case : 100% in cash, CDs, and munis. I don't know how to create a graph similar to yours and then insert it in this post, sorry.
Hi obgyn65,
I like muni's, what maturities do you favor? Thanks
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Old 01-22-2012, 03:42 PM   #9
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Nice chart. Are the bonds individual, a mix of fund types or all in one bond fund?
All bond funds. And format isn't important, a table or list would be fine. I just have and like charts, a pie chart in this case. And there seem to be all sorts of investing approaches here, from no equity to all equity and everything between. All defensible...
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Retired Jun 2011 at age 57

Target AA: 60% equity funds / 35% bond funds / 5% cash
Target WR: Approx 2.5% Approx 20% SI (secure income, SS only)
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Old 01-22-2012, 03:52 PM   #10
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VG does all the work for me:

AssetAllocation.jpg
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Old 01-22-2012, 04:00 PM   #11
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My target allocations are:

Energy 8%
Materials 2%
Frontier 4%
EM large growth 4%
EM large value 4%
EM small growth 4%
EM small value 4%
Foreign large growth 5.5%
Foreign large value 5%
Foreign small growth 9%
Foreign small value 8%
Foreign Real Estate 5%
US Real Estate 5%
US large growth 8.5%
US large value 8%
US small growth 7%
US small value 8%
Cash 1%

Currently I have extra cash, but the equities match within my rebalancing targets if you take out the extra cash. No bonds except incidental mutual fund exposure and much of the extra cash.
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Old 01-22-2012, 04:08 PM   #12
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Quote:
Originally Posted by Midpack View Post
Why not, at least in this format?
So I'm curious, seems youare already retired, correct?
And do you have any pension or SS?

Just to see what situation the AA goes with...
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Old 01-22-2012, 04:38 PM   #13
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Here is where I'm at. (I have my I-Bonds classified as cash)
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Old 01-22-2012, 04:46 PM   #14
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How do you get that picture to post in your comment?
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Old 01-22-2012, 05:01 PM   #15
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I use the screen capture tool, snippet, that comes with Windows 7. Then save the screen shot to a jpg file.

If you have XP you do a print screen and then paste into Windows Paint. Crop the segment you want and save as a jpg file.

In the post you then attach the jpg file.
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Old 01-22-2012, 05:33 PM   #16
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I don't know how to get a pie chart from a spreadsheet to an image. I'll break mine down into two groups.
Retirement accounts Roth and TIRAs
69.5 Bonds
15.9 Lg US Stock
6.6 Mid/Small US Us Stock
8 Int Stock
I don't like the small cap and international portion of these mutual funds but I've been procrastinating about making a change. I would prefer to own large US stocks for the equity portion.

Non retirement, money that should easily last me until SS at 65 (2019) and beyond, barring bad luck
29.7 Money Market
65.2 Short term bond
5.1 Lg US Stock
I keep one years spending in the bank also, split between a MM and checking account
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Old 01-22-2012, 06:54 PM   #17
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Stocks Bonds
64.2% 35.8%
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Old 01-22-2012, 07:02 PM   #18
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Bonds37.5%
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Before and After FIRE
Old 01-22-2012, 07:12 PM   #19
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Before and After FIRE

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Originally Posted by RetireBy90 View Post
So I'm curious, seems you are already retired, correct?
I include RE in my charts. I am more balanced now (build a new house in 2007), but I was nervous in 2005, just before I sold and FIRE. RE was too much of our portfolio:
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Old 01-22-2012, 07:44 PM   #20
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Here's Mine:

Foreign: 30% (18 % Large Blend, 5% Large Value, 7% Emerging Mkt)
US Large: 35% (14% Blend, 12% Growth, 9% Value)
US Mid/Small: 20% (6% Mid Growth, 7% Sm Blend, 7% Mid Blend)
Bond: 15% (10% US, 5% Global)

I'm probably 7 - 10 years from FIRE. Have been wondering about my 30% foreign exposure; recently dropped from 35%.
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