Word: portfolios
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Dates: during 2000-2009
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...January, before we had even visited kidscamps.com many early bird discounts had expired, and an informal survey of about 100 New England camps showed that 90% were already half booked. Unaware of the gathering storm, we wasted weeks debating woodsy arts camp versus a more educational experience. (Our puny portfolio has managed to snooze through the stock boom, so we needed to get our money's worth.) In March, we were dismayed to learn that February was Sign Your Kids Up for Camp Month...
...late for Robertson but not for you. Tech stocks are roughly 30% of the total market, and that's a good ration for your portfolio. The critical consideration, though, is that by beefing up now you are layering on risk just when safer value stocks may be coming back into favor. But don't let that stop you, at least not if your goal is long-term savings with an all-weather portfolio that you need to check and rebalance only once a year...
...time to get in the game. First, McNamara tested his risk tolerance with a series of questions. Mr. Value's answers revealed him to be, no shock, intimidated by the market and concerned most about not losing money. Yet Mr. Value was insisting on an all-stock portfolio with broad exposure to tech--a challenging contradiction that every investor should explore within. Do your stocks suit your risk tolerance...
...Value (in his 40s) rightly signed on for more risk, though less than he wanted at first. His worthy goal: equal parts value and growth; a roughly equal mix of small, large and international stocks totaling 80% of his portfolio; 15% in bonds and 5% in cash. To keep costs down and take on risk slowly, he's going to exchange funds in tax-deferred accounts immediately, getting partway to his goal. He will finish the job during the next 12 months as he invests new money. The best part: with a plan in place, he's already sleeping...
...have little doubt that someday they will. Until then, though, we're still dealing with promises. If you're convinced that promises will become profits, by all means invest. But be smart about it. Buy a basket of biotechs, and limit your exposure to 5% of your total portfolio. Don't get me wrong, I'm rooting hard for this important industry--almost as hard as I'm rooting for my money. See time.com/personal for more on biotech stocks. E-mail Dan at kadlec@time.com See him Tuesday on CNNfn...