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Stocks Have Worst Week Since 2012 As Investors Fret Over Valuations
As a whole, my portfolio dropped only 1%, thank you bonds, utility funds and some consumer staples stocks. However, my retirement accounts dropped by 3%, which is just a bit more than the S + P. Consider that portfolio holds FBTIX and ISTIX, and is all equities, I am not unhappy with it. It was not by my design that all my bonds are in my taxable account, the bonds were inherited and will have first call date June 2016, so no need to change anything right now. Bonds 32% Equities 66% Cash and equivalents 2%
slick, Your balance allocation is doing very well. More earning report is coming in next several weeks. Hope they are better than what JP Morgan reported.
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