Re: [CANSLIM] Asset Allocation: Raising Bonds Recommendation

From: "Tom Worley" <stkguru@bellsouth.net>
Subject: Re: [CANSLIM] Asset Allocation: Raising Bonds Recommendation
Date: Fri, 18 Apr 2003 21:23:05 -0400

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note that they are not reducing their weighing of the stock portion of =
the model portfolio, they are increasing the bond portion by cutting the =
cash portion from 20% (which was pretty high) to 10% (which is fairly =
normal). The goal is to extend the duration of the fixed income portion =
(cash essentially having zero maturity compared to bonds).

- ----- Original Message -----=20
From: Gene Ricci=20
To: canslim@lists.xmission.com=20
Sent: Wednesday, April 16, 2003 3:23 PM
Subject: [CANSLIM] Asset Allocation: Raising Bonds Recommendation


Ed, most of the 'big' houses support your thoughts on bonds versus =
stocks:


Asset Allocation: Raising Bonds Recommendation
Merrill Lynch Chief U.S. Strategist Richard Bernstein has increased the =
weighting for bonds in his recommended asset allocation.

Course they might not own TSCO today {:>)

Gene



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<DIV><FONT face=3DArial>note that they are not reducing their weighing =
of the=20
stock portion of the model portfolio, they are increasing the bond =
portion by=20
cutting the cash portion from 20% (which was pretty high) to 10% (which =
is=20
fairly normal). The goal is to extend the duration of the fixed income =
portion=20
(cash essentially having zero maturity compared to bonds).</FONT></DIV>
<DIV><FONT face=3DArial></FONT>&nbsp;</DIV>
<DIV style=3D"FONT: 10pt arial">----- Original Message -----=20
<DIV style=3D"BACKGROUND: #e4e4e4; font-color: black"><B>From:</B> <A=20
title=3Dgenr@swbell.net href=3D"mailto:genr@swbell.net">Gene Ricci</A> =
</DIV>
<DIV><B>To:</B> <A title=3Dcanslim@lists.xmission.com=20
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
 </DIV>
<DIV><B>Sent:</B> Wednesday, April 16, 2003 3:23 PM</DIV>
<DIV><B>Subject:</B> [CANSLIM] Asset Allocation: Raising Bonds=20
Recommendation</DIV></DIV>
<DIV><BR></DIV>
<DIV><FONT face=3D"Comic Sans MS">Ed, most of the 'big' houses support =
your=20
thoughts on bonds versus stocks:</FONT></DIV>
<DIV><FONT face=3D"Comic Sans MS"></FONT><BR></DIV>
<DIV><FONT face=3D"Comic Sans MS">
<P><A=20
href=3D"https://merrilllynchnewsletter.rsc01.net/servlet/cc5?utQBBVnLgjxk=
OILttQgLlVaVSW">Asset=20
Allocation: Raising Bonds Recommendation</A><BR>Merrill Lynch Chief U.S. =

Strategist Richard Bernstein has increased the weighting for bonds in =
his=20
recommended asset allocation.</P>
<P>Course they might not own TSCO today {:&gt;)</P>
<P>Gene</P>
<P>&nbsp;</P></FONT></DIV></BODY></HTML>

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