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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: Biomaven who wrote (16475)	4/15/2005 3:52:59 PM
From: Sam Citron	Respond to of 52153

You forgot real estate. <g>

To: Biomaven who wrote (16475)	4/16/2005 8:51:17 AM
From: Sam Citron	Read Replies (1) \| Respond to of 52153

Peter, It may not be perfectly germane to the thread, but I am intrigued about the fixed-income portion of your portfolio. I considered PMing you, but feel that at the risk of deviating somewhat from the intended purpose of the thread, there may be some benefit to others as well from a brief and perhaps timely detour to the issue of asset allocation. It is my belief that most of us spend far too much time stock picking, and not enough on asset allocation strategies. We pick stocks that we feel we can understand, and then we end up with portfolios that may not be balanced, or may not have an optimal strategic focus that best suits our needs. Do you manage the bond portion of your portfolio yourself, or is it done through mutual funds or a financial adviser? Do you deliberately target the 30% level to achieve "balance" in your asset allocation or for some strategic reason, or does this simply happen to reflect today's valuation? When I was young, bonds seemed "boring" to me compared to stocks, so I avoided them. Now that I am getting older (I'm 52) and have kids, I am beginning to think that I should probably get on the learning curve. Any suggestions? Sam