Fine Tuning Your Asset Allocation 2024 Update

Sound Investing

In the previous three podcasts we have addressed the long term decision between investing in stocks vs. bonds, what equity asset classes you might use in building your equity portfolio and how to combine the different equity asset classes to build the best portfolio for your different investments.

The purpose of each of the Boot Camp Series is to address some of the most important investment decisions. In this podcast I discuss the question of how much fixed income an investor should hold in their portfolio.

There are 9 Fine Tuning Your Asset Allocation Tables. Each one assumes the use of one of the nine Sound Investment equity portfolios. Paul focuses on two of them and expects that those who are interested will be able to view the rest of the tables on their own.

The two tables use the S&P 500 (Table B1) and the U.S. 2-Fund (50/50 S&P and Small Cap Value) (Table B9). Each of these tables represents the annual returns of 11 combinations of equities and bonds. The goal is for investors to find the combination of equities and bonds for their risk limits and and return expectations.

Paul will be monitoring the YouTube video and will respond to questions there. Disclosures Data Disclosure Notice - Funds (1970-Present)

Data Disclosure Notice - Indexes (1928-Present)