Re: Recommended allocation of $500k for three year time horizon is?

raylopez99 <raylopez99@[EMAIL PROTECTED]
> wrote:

>An investor I know wants to have income, capital preservation (very
>important) and some small capital gains for $500k to be invested with
>a term of 3 years from today.  Capital preservation is important, much
>more so than capital gains. 
<
>Please recommend which ETF/mutual funds (preferred over individual
>issues) they should invest in.
>
[snip...]

Depending on his tax bracket, muni's might be interesting.  Perhaps
something
like VWSUX, Vanguard's Short Term Tax Exempt Fund.  If he's in a state
with
income taxes, he might look at state specific funds. 

The short term nature will limit changes in capital and muni's are
particularly
attractive right now.

-- Doug

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