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Comments

  • Friends,
    Hope folks find this interesting. I did and I don't know if it has been noted here before. A search of the site didn't produce any hits.
    Me personally, I am a 47yo pre-retiree and have been increasing my EM bonds, High Dividen Yield equity and already have a 5% allocation to HY bonds. I look at these as equity replacement as opposed to bond alternatives which is how the author plugs them in to the portfolio. I also have a greater than 25% sleeve of Agg to add ballast but am worried about interest rates going up in 12-24mo. Am also looking to add MAINX and Matthews G&I for more EM equity/bond exposure.
    Warm regards to MFOs.
  • Note date October 2012
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