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Strategies & Market Trends : Value Investing

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To: Investor2 who wrote (38603)	7/24/2010 4:14:43 PM
From: Paul Senior	Read Replies (1) of 78752

I2, It's a dilemma I don't know how to resolve. I don't keep a fixed percentage of my portfolio in fixed income funds. Very possible, given my age and lifestyle, that I'd be best served if I did reduce my exposure to stocks by having and keeping more fixed income investments. It's a difficult conclusion or realization for me to come to. I have more in fixed income now than I've had in any of the past 30 years (except for '09). Opportunistically and with hope, I've recently taken chunks of money from some of my fixed income funds (bond funds&convertible bond funds&bank accounts) and made purchases of individual stocks that I'm attracted to. There are a lot of companies out there that look good to me on a valuation basis. Even something like XOM which is trading now at very attractive levels for a conservative investor with a long term view. For a conservative investor, Chevron gives you almost a 4% yield. (I've been a recent buyer of both.) I may take some of the monies from utility stock sales and put them back into high-yield bond funds. That has its drawbacks too...chasing yields has been very dangerous for me.

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