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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (49151)11/27/2001 8:40:55 AM
From: JohnM  Read Replies (1) of 54805
 
Mike,

Those funds are technically invested in instruments that will keep pace with inflation, but nothing more. When that decision is made to ensure the capital is available for emergencies, living expenses, etc., (as opposed to making that decision as a market-timing issue or while parking the money until it is deployed in a worthwhile investment), I don't consider that investing in the practical sense.

I could argue with you as to whether those monies are "invested." But that's not going to get us anywhere. It does, however, matter to Apollo as he fashions the next version of the survey. If he asks how each of us allocates dollars within an investment portfolio and each of us have different definitions of such, the answers are much less helpful. And, a bit less instructive for new investors. Most pension guidance assumes that fixed income devices are a necessary part of building a retirement portfolio. It seems to me you include them as such but excluding them from "investments" means your survey responses would be a bit misleading. Perhaps, knowing this, Apollo can come up with a way around the problem.

Perhaps it means asking us only about the portion of our portfolios devoted to stocks and/or cash we are holding to put back into the market reasonably soon. And deliberately excluding fixed income.

John
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