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One old bit of general wisdom cited by CNN is that you should subtract your age from 100 to come up with the percentage of your portfolio that should be in stocks. If you’re 75, for example ...
That 10% average annual return figure can actually be a bit deceiving, as bear markets — in which the major indexes drop by at least 20% — occur quite regularly, every four-to-five years on ...
How much money should you put into stocks? A popular stock allocation rule offers some answers, but it's important to reflect on your finances and goals.
A 4% withdrawal rate survived most 30 year periods. The higher the stock allocation the higher rate of success. A portfolio of 75% stocks is more volatile but had higher maximum withdrawal rates. Starting with a withdrawal rate near 4% and a minimum 50% equity allocation in retirement gave a higher probability of success in historical 30 year ...
On a $235,000 deposit, an extra 4.5% would be $10,575 more per year. That’s meaningful to most people. ... then a 60/40 allocation would serve your needs better than your current 100% stock ...
According to an analysis by Merrill Lynch, a 65 year old female retiree has a 97% chance of having enough wealth to last her life with a 50/50 bond-stock allocation, versus an 83% likelihood when ...
A typical asset allocation for a lazy portfolio would be about 60% US stocks, 20% international stocks and 20% bonds. If you want to be a little less lazy, you can get more creative with your fund ...
Simon and his first wife, Morgan, were married from 1971 until divorcing in 1988; they had two daughters. [2] In 2000, he married Deborah Richetta. [2] Simon died of sinus cancer in Ojai, California, on September 5, 2024, at the age of 75. [5]