How Calculate Bond Percentages? Include Balanced type funds bonds?

Posted by Cathy on November 06, 2009 at 09:18:25:

If one decides on a Portfolio holding 40% bonds, then also has some Balanced, Blend or Large/Small Caps funds that also include bond percentages, should the percentage of bonds held by these funds be included in with the total percentage of the all-bond part of your portfolio?

Follow Ups:

• Changing allocations of balanced funds are a selling point Snow 14:33:49 11/06/09 (1)
  • Re: Changing allocations of balanced funds are a selling point Cathy 00:23:51 11/07/09 (0)
• Fairly similar to Joe here ... AJ 10:22:03 11/06/09 (1)
  • Re: Fairly similar to Joe here ...& BOND FUND SHORTING Cathy 01:00:16 11/07/09 (0)
• Re: Well now... Old Joe 09:51:09 11/06/09 (1)
  • Re: Well now... Cathy 00:14:03 11/07/09 (0)
• Re: How Calculate Bond Percentages? Include Balanced type funds bonds? catch22 09:36:19 11/06/09 (1)
  • Re: How Calculate Bond Percentages? Include Balanced type funds bonds? Cathy 00:35:26 11/07/09 (0)
• P.S. Correction re How Calculate Bond Percentages? Include Balanced type funds bonds? Cathy 09:30:53 11/06/09 (0)
• Re: How Calculate Bond Percentages? Include Balanced type funds bonds? Ed 09:30:19 11/06/09 (1)
  • Re: How Calculate Bond Percentages? Include Balanced type funds bonds? Cathy 00:50:44 11/07/09 (0)

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Comments:	: If one decides on a Portfolio holding 40% bonds, then also has some Balanced, Blend or Large/Small Caps funds that also include bond percentages, should the percentage of bonds held by these funds be included in with the total percentage of the all-bond part of your portfolio?
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