Originally Posted by mathjak107
the million dollar question:::::
talk about confused... as for myself its all about making my income goal with as little risk as i can. im not increasing equities beyond 30% and even at the levels my bonds are generating now the income works so except for some minor nudges im not changing much.
i may swap some of the bond money at some point for a fund like strategic real return from fidelity which is more inflation oriented but i see no major changes for my active portfolio.
the permanent portfolio concept i follow for the other 1/2 of my portfolio will always remain unchanged with 25% in each of equities,gold,cash and long term treasuries with only rebalancing when things get out of whack
well as of january 1 the investment grade intermediate term bonds in my actively manged portfolio are now gone. as conditions changed so did the portfolio... only bonds left are the short term bond funds. all investment grade bonds are now gone . they are in fidlity floating rate loans instead.