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  • Sven September 2015
Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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M* A Moderate Retirement Saver Portfolio

FYI: Its allocations illustrate that even 40-somethings should be mostly in stocks.
Regards,
Ted
http://news.morningstar.com/articlenet/article.aspx?id=714414

Comments

  • Tend to agree more with one of the poster. It is important to consider the investor's risk tolerance first before constructing an asset allocation.
    Reading this article for fund choice ideas might be OK, although indexing is probably a better choice. I do not agree that the average 45 yo should be 81% in equity.

    Basically if you need to read an article like this to determine what your stock/bond allocation should be, then holding 20% LESS than your age in bonds is too aggressive for you and will likely lead to poor choices during corrections and bear markets.
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