Friday, August 18, 2006

MY PERFECT RETIREMENT PORTFOLIO


  1. 10% PZJ - Power Shares Zacks Small Cap Portfolio
  2. 10% CGMFX - CGM Focus Fund
  3. 10% CGMRX - CGM Realty Fund
  4. 10% LOR - Lazard World Dividend & Income Fund
  5. 10% CEF - Central Fund of Canada
  6. 10% TPINX - Templeton Global Bond Fund
  7. 10% PRPFX - Permanent Portfolio
  8. 10% PPIAX - DWS Short Duration Fund
  9. 10% PTTDX - Pimco Total Return Fund
  10. 10% PREMX - T. Rowe Price Emerging Bond Fund

This portfolio is designed with some growth (I favor real estate, gold, oil, and small caps to achieve this), some short and intermediate bond funds and and some foreign exposure. The funds chosen are highly rated by Morningstar and have great long-term track records from their managers.