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[quote=Anonymous][quote=Anonymous]We were told by our financial planner to split it 60% to C, 20% to S and % to I. I think you can set it to readjust every so often as 1 stock begins to do better/worse.[/quote] FYI, And I just checked my 3rd quarter statement (through 30 sep) and it says my last 12 months rate of return is 27.15% with the above allocation. And rough math through yesterday puts the rate of return over the last 12 months as roughly 13.1% since things have been down over the last 6 weeks.[/quote]
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