Quote:
Originally Posted by emilylynn
Hi, Mathjak-- I've had the permanent portfolio as one of my core holdings for quite some time now. It's a good fund based upon a model that makes sense to me, especially in today's economic environment. Considering that great minds think alike, I'd be interested in knowing what o
ther funds are making sense to you these days.
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its not so much the funds used but the system i use that helps me sleep
i use a 3 bucket system and have a different dedicated portfolio for that particular bucket
the cash bucket is cd's, money markets and bank- 7 yrs worth of projected income inflation adjusted
bucket 2 is bonds- 7 years worth of projected income inflation adjusted
TLT long term treasury fund
TIP tips fund
FINMIX international bonds
FSRRX fidelity strategic real return
SPHIX fidelity high income
SHY 1-3 year treasury fund
APPLE HOSPITALITY UN-TRADED REIT-paying 8-1/2 %
bucket 3 has an actively managed mix and an etf mix
etf
VTI VANGUARD TOTAL MARKET
PWB POWERSHARES LARGE CAP GROWTH
PID POWERSHARE INT'L DIV ACHIEVERS
IVV S&P 500
GSG COMMODITY FUND
active
FCPGX FIDELITY SMALL CAP GROWTH
PERMANENT PORTFOLIO (ABOUT 10% OF STOCK BUCKET)
FDGRX FIDELITY GROWTH COMPANY
FDVLX FIDELITY VALUE
FEQIX FIDELITY EQUITY INCOME
FTIEX FIDELITY TOTAL INTERNATIONAL FUND