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Barry Ritholtz suggests his all century portfolio better than Anthony Robbins all weather
@jerry Thanks for the post. Of interest, IMO; the 60/40 consideration, which is sensible for many. Another point is a 2 or 3 times per year rebalance, as needed; from the investor. Our portfolio is always at a potential point of rebalance, and not just an end of the year event. If one needs or wants to rebalance, it should not be based upon a calendar date. Note: as mentioned last week, even a simple U.S. lopsided holding of 50/50 of VTI and BND has a current YTD of 9.1%. Catch
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Thanks for the post.
Of interest, IMO; the 60/40 consideration, which is sensible for many. Another point is a 2 or 3 times per year rebalance, as needed; from the investor. Our portfolio is always at a potential point of rebalance, and not just an end of the year event. If one needs or wants to rebalance, it should not be based upon a calendar date.
Note: as mentioned last week, even a simple U.S. lopsided holding of 50/50 of VTI and BND has a current YTD of 9.1%.
Catch