home *** CD-ROM | disk | FTP | other *** search
/ NetNews Usenet Archive 1993 #3 / NN_1993_3.iso / spool / misc / invest / 17298 < prev    next >
Encoding:
Text File  |  1993-01-28  |  1.2 KB  |  35 lines
  1. Newsgroups: misc.invest
  2. Path: sparky!uunet!mdisea!uw-coco!uw-beaver!sullivan
  3. From: sullivan@cs.washington.edu (Kevin Sullivan)
  4. Subject: Diversifying with 20K
  5. Message-ID: <1993Jan28.202320.5720@beaver.cs.washington.edu>
  6. Sender: news@beaver.cs.washington.edu (USENET News System)
  7. Organization: Computer Science & Engineering, U. of Washington, Seattle
  8. References: <1993Jan25.213505.9172@head-cfa.harvard.edu> <1993Jan26.152551.28004@mobil.com> <1993Jan28.140821.10249@head-cfa.harvard.edu>
  9. Distribution: usa
  10. Date: Thu, 28 Jan 93 20:23:20 GMT
  11. Lines: 22
  12.  
  13. Folks,
  14.  
  15. Here's a hypothetical scenario.  X, a person, has $20K to invest.  X
  16. currently has $10K in a money market, currently returning near-to-nothing,
  17. and the other $10K in a conservative mutual fund returning 10% anualized
  18. over the last five years.  Sometime in the next two to three years X would
  19. like to purchase a house and so will need a sizable amount of cash for a
  20. down payment at that time.
  21.  
  22. Could X "do any better" in the meanwhile (in a risk-adjusted sense) by
  23. moving some of that $20K to other instruments?  What portfolio would you
  24. suggest that X consider?  
  25.  
  26. Thanks,
  27. Kevin
  28.  
  29.  
  30. -- 
  31. Kevin Sullivan
  32. Department of Computer Science and Engineering, FR-35
  33. University of Washington
  34. Seattle, WA 98195 
  35.