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Discover optimal asset allocation strategies at any age to balance growth and risk. Ask questions to work toward retirement asset allocation at any stage.
Asset allocation is the implementation of an investment strategy that attempts to ... Ibbotson concluded 1) that asset allocation explained 40% of the variation of ...
For most retirees, investment advisors recommend low-risk asset allocations around the following proportions: Age 65 – 70: 40% – 50% of your portfolio. Age 70 – 75: 50% – 60% of your portfolio
Roger G. Ibbotson (born May 27, 1943) is Professor Emeritus in Practice of Finance at the Yale School of Management. He is also chairman of Zebra Capital Management LLC . He has written extensively on capital market returns, cost of capital , and international investment.
Asset allocation is the value added by under-weighting cash [(10% − 30%) × (1% benchmark return for cash)], and over-weighting equities [(90% − 70%) × (3% benchmark return for equities)]. The total value added by asset allocation was 0.40%. Stock selection is the value added by decisions within each sector of the portfolio.
Once in retirement, retirees may want to consider adjusting their asset allocation more toward bonds. With enough bonds to live on for years, retirees can avoid having to sell off any stocks if ...