Is Your Portfolio Easy Like Sunday Morning?

crispydoc Uncategorized Leave a Comment

One of my resolutions for 2017 is to bare more personal details, so in this spirit I’ll share my investor policy statement* for your perusal. Asset Allocation: 100 – (% in bonds) to be divided among stocks as follows: Age 45: 90/10 stocks/bonds Glide Path Age 50: 80/20 stocks/bonds  Age 55: 70/30  Age 65: 60/40 terminal allocation   Funds & …