Fairly similar to Joe here ...

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Posted by AJ on November 06, 2009 at 10:22:03:

In Reply to: How Calculate Bond Percentages? Include Balanced type funds bonds? posted by Cathy on November 06, 2009 at 09:18:25:

... have a target allocation, use an Excel spreadsheet, do quarterly updates, use M* figures because it's easy to grab a batch of them without much trouble, and don't get too anal about it (because M* isn't always exactly right anyway).

I use two categories for bonds and other non-stock investments: intermediate-long-other and short-cash, including things like Hussman's funds, gold holdings, and foreign bonds in "interm-long-other," and counting a stock fund's cash holding in the "short-cash" category only if a manager makes a habit of keeping 10% or more in cash.

I also keep up with the percentages of foreign stock funds by major world region; to me, those are important statistics when you have a large percentage in foreign, as I do.

Good luck - AJ

: 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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Re: Fairly similar to Joe here ...& BOND FUND SHORTING Cathy 01:00:16 11/07/09 (0)

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Comments: : ... have a target allocation, use an Excel spreadsheet, do quarterly updates, use M* figures because it's easy to grab a batch of them without much trouble, and don't get too anal about it (because M* isn't always exactly right anyway). : I use two categories for bonds and other non-stock investments: intermediate-long-other and short-cash, including things like Hussman's funds, gold holdings, and foreign bonds in "interm-long-other," and counting a stock fund's cash holding in the "short-cash" category only if a manager makes a habit of keeping 10% or more in cash. : I also keep up with the percentages of foreign stock funds by major world region; to me, those are important statistics when you have a large percentage in foreign, as I do. : Good luck - AJ : : 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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Comments:	: ... have a target allocation, use an Excel spreadsheet, do quarterly updates, use M* figures because it's easy to grab a batch of them without much trouble, and don't get too anal about it (because M* isn't always exactly right anyway). : I use two categories for bonds and other non-stock investments: intermediate-long-other and short-cash, including things like Hussman's funds, gold holdings, and foreign bonds in "interm-long-other," and counting a stock fund's cash holding in the "short-cash" category only if a manager makes a habit of keeping 10% or more in cash. : I also keep up with the percentages of foreign stock funds by major world region; to me, those are important statistics when you have a large percentage in foreign, as I do. : Good luck - AJ : : 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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