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Old 01-19-2011, 06:27 PM   #21
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Lsbcal's Avatar
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Originally Posted by LOL! View Post
Roughly as a percentage of fixed income in the portfolio

30% Vanguard Short-term investment grade
20% PIMCO total return
Wow, someone has done something I've done . Also have some year 2000 Ibonds at 3.4% fixed -- keepers.

Letting my equity percentage go above norm instead of rebalancing. At least until there are good 2011 gains.

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Old 01-20-2011, 12:34 AM   #22
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As % of total investment portfolio (which accounts for about 90% of my net worth):

12% Preferred stocks and closed-end bond funds, average yield 7.57%
6.2% I-bonds, average yield 3.33% + CPI
14% EE-bonds yielding 4.0%
1.1% CD, yielding 6.25%
1.3% Vanguard funds (VCVSX, Wellesley, others)
0.4% Muni CEFs
35.0% Total

Dryer sheets Schmyer sheets
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