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Since, I am in the process of moving some of my equity money found in the growth area of my portfolio towards funds that generate a good income stream I have PFANX under buy review along with INUTX. These two funds will be additions and held, if purchased, in the growth & income area of my portfolio. PFANX will be held in the global hybrid sleeve while INUTX will be held in the domestic equity sleeve. This will increase each of these sleeves from three funds to four with the new funds being minor positions with about a 5% to 10% starting weighting within their respective sleeves. I plan to increase new positions over time thur a position cost average approach.
Comments
Regards,
Ted
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