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

by BreadWithSpam@[EMAIL PROTECTED] Mar 31, 2008 at 04:07 PM

raylopez99 <raylopez99@[EMAIL PROTECTED]
> writes:

> Thanks.  I decided to recommend VWSUX--they are in the highest tax
> bracket.  Also thanks to breadwith for running the numbers on 3 yr
> intervals.

No problem.  Wish I had more history handy.  

Note with respect to VWSUX that up to 20% of the fund may
be invested in securities which are subject to AMT.

Aside from that consideration, it's about as good as a
short-term muni fund can be.  Fantastic record, low expenses,
top notch management.  

Over the same period I looked at for cor****ates, this one
has had only one single down quarter, and average returns
on the order of 2-4% annualized.  (no time to run the numbers
the same way at the moment, sorry).  

Hard to go wrong with that fund, again, aside from possible
AMT considerations.


-- 
Plain Bread alone for e-mail, thanks.  The rest gets trashed.
No HTML in E-Mail! --    http://www.expita.com/nomime.html
Are you posting responses that are easy for others to follow?
   http://www.greenend.org.uk/rjk/2000/06/14/quoting

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 12 Posts in Topic:
Recommended allocation of $500k for three year time horizon is?
raylopez99 <raylopez99  2008-03-31 04:02:34 
Re: Recommended allocation of $500k for three year time horizon
"John A. Weeks III&q  2008-03-31 07:15:09 
Re: Recommended allocation of $500k for three year time horizon
BreadWithSpam@[EMAIL PROT  2008-03-31 08:46:31 
Re: Recommended allocation of $500k for three year time horizon
jIM <noreplysoccer@[EM  2008-03-31 07:11:06 
Re: Recommended allocation of $500k for three year time horizon
westwood1308-google@[EMAI  2008-03-31 07:11:05 
Re: Recommended allocation of $500k for three year time horizon
Douglas Johnson <post@  2008-03-31 11:40:48 
Re: Recommended allocation of $500k for three year time horizon
Dave Dodson <dave_and_  2008-03-31 14:14:30 
Re: Recommended allocation of $500k for three year time horizon
raylopez99 <raylopez99  2008-03-31 15:06:33 
Re: Recommended allocation of $500k for three year time horizon
BreadWithSpam@[EMAIL PROT  2008-03-31 16:07:24 
Re: Recommended allocation of $500k for three year time horizon
Dave Dodson <dave_and_  2008-03-31 15:10:41 
Re: Recommended allocation of $500k for three year time horizon
Augustine <evandro@[EM  2008-04-01 04:22:30 
Re: Recommended allocation of $500k for three year time horizon
BreadWithSpam@[EMAIL PROT  2008-04-01 07:45:08 

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tan12V112 Wed Jul 9 1:17:56 CDT 2008.