Mark,

Thanks for your response. The MSN Money Asset Allocator delivers suggestions for returns up to 11.5% This certainly comes closer to 13% then any other resource I've seen yet.

Kind Regards,

--
Colin M. McGroarty, MCSE, MCP+I, NT-CIP
2004 Microsoft MVP, Windows Server - General
www.McGroarty.org


"Mark" <abcd[at]abcd.com> wrote in message news:42c01aa7$1[at]news.microsoft.com...
Have you looked at MSN Money's Asset Allocator:

http://moneycentral.msn.com/investor...etall/main.asp

-Mark
"Ron Rosenfeld" <ronrosenfeld[at]nospam.org> wrote in message
news:5ecrb110bcj2vudvf3p3chnlp5q7am4h5g[at]4ax.com...
- quote -

Have you looked at MSN Money's Asset Allocator:

http://moneycentral.msn.com/investor...etall/main.asp

-Mark
"Ron Rosenfeld" <ronrosenfeld[at]nospam.org> wrote in message
news:5ecrb110bcj2vudvf3p3chnlp5q7am4h5g[at]4ax.com...
- quote -

On Thu, 23 Jun 2005 18:17:47 -0500, "Colin M. McGroarty"
<CMcGroarty[at]hotmail.com> wrote:

- quote -

You might try the Compuserve Money & Investing forum: Investment Strategy
section for some more comments:

http://go.compuserve.com/money

should get you there.

Or if that doesn't work, try www.compuserve.com and navigate to the Forum
Center, then "M", then pick Money and Investing




--ron

Richard,

I certainly agree with your assessment that 8% to 10% is more attainable. Obviously one would also want to make sure that investment choices were regularly available. That said, I'm still curious what people would recommend insofar as an asset class distribution using the following asset classes:
a.. Domestic Bonds
b.. Global Bonds
c.. Large Cap Stocks
d.. Small Cap Stocks
e.. International Stocks
f.. Cash
g.. Other
Kind Regards,

--
Colin M. McGroarty, MCSE, MCP+I, NT-CIP
2004 Microsoft MVP, Windows Server - General
www.McGroarty.org


"Richard Bollar" <bollar[at]bollar.org> wrote in message news:eOhVQXZeFHA.2548[at]TK2MSFTNGP10.phx.gbl...
I doubt such a return is reliably possible over the long term. In any
event, you'd need to eliminate bonds and cash and focus on picking the right
small cap and international investments. But if you do poorly, you could
just as easily lose the whole thing.

I think 10 to 8 % is a more reasonable return.

--

"Colin M. McGroarty" <CMcGroarty[at]hotmail.com> wrote in message
news:%23EUOMnEeFHA.3488[at]tk2msftngp13.phx.gbl...
- quote -

I doubt such a return is reliably possible over the long term. In any
event, you'd need to eliminate bonds and cash and focus on picking the right
small cap and international investments. But if you do poorly, you could
just as easily lose the whole thing.

I think 10 to 8 % is a more reasonable return.

--

"Colin M. McGroarty" <CMcGroarty[at]hotmail.com> wrote in message
news:%23EUOMnEeFHA.3488[at]tk2msftngp13.phx.gbl...
- quote -

This is not a MS Money specific question. However, I thought this would be
a fun group for this question. That said I'd be delighted to get feedback
on the following:



Goal: Achieve a 13% average investment return while minimizing risk as much
as possible. This is a long-term investment and I'm certainly aware that
risk is involved.



Method: I'd like to use asset allocation and would like to break down my
investments into the following asset classes:



Domestic Bonds

Global Bonds

Large Cap Stocks

Small Cap Stocks

International Stocks

Cash

Other



Question: What would be the recommended percentage allocation in each
category?



Thanks in advance for any suggestions.


Kind Regards,

--
Colin M. McGroarty, MCSE, MCP+I, NT-CIP
2004 Microsoft MVP, Windows Server - General
www.McGroarty.org