Portfolio 101

OnyxCougar · 05-28-2004, 03:49 PM

OK, I made some changes.

Before: 5% of income

40% Cox
10% Money Market Fund
50% Dodge and Cox Income

Now: 6% of income

10% Money Market Fund
20% Dodge and Cox Income
20% Morgan Growth Fund
20% Total Stock Mkt Index
30% Wellington Fund

Is that OVER diversification? The DJIA was -16% today, but these look like this today:

* COX 31.41 0.00
VMFXX 1.0 0.0
DODIX 12.72 +0.04
VMRGX 15.18 +0.09
VTSMX 26.36 +0.13
* VWELX 28.82 +0.18

05-28-2004, 03:49 PM	#24
OnyxCougar Junior Master Dwellar Join Date: Mar 2003 Location: Kingdom of Atlantia Posts: 2,979	OK, I made some changes. Before: 5% of income 40% Cox 10% Money Market Fund 50% Dodge and Cox Income Now: 6% of income 10% Money Market Fund 20% Dodge and Cox Income 20% Morgan Growth Fund 20% Total Stock Mkt Index 30% Wellington Fund Is that OVER diversification? The DJIA was -16% today, but these look like this today: * COX 31.41 0.00 VMFXX 1.0 0.0 DODIX 12.72 +0.04 VMRGX 15.18 +0.09 VTSMX 26.36 +0.13 * VWELX 28.82 +0.18 __________________ Impotentes defendere libertatem non possunt. "Repetition does not transform a lie into a truth." ~Franklin D. Roosevelt

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