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Strategies & Market Trends : Analysis Class for Beginners -- Ignore unavailable to you. Want to Upgrade?

To: Arthur Tang who wrote (774)	4/23/1998 5:12:00 AM
From: Arthur Tang	Read Replies (1) \| Respond to of 1471

To do balanced fund; you need 10% cash, 45% bonds and 45% stock. Bonds should be 30 year bonds, mature in step ladders fashion, 10 year step ladder, 1/10th each year. Convertible bonds can be included either in stock portion or bond portion. Stocks should be all big stocks with growth for maximum gain, some times with dividend. But a small growth stock with potential to grow to $100/share could be included in the stock portion for leverage. Since the gain or loss on small stock is not proportion to the big stocks; the leveraging can be weighted heavier.