What every investor should learn from the Fine-Tuning Tables
April 2, 2019
Along with this year’s updated Fine Tuning Your Asset Allocation article and updated Fine Tuning Your Asset Allocation Table for the S&P 500, Paul shares this “best lessons” podcast. He walks investors through the best and worst of returns, along with the corresponding worst losses over 6 different time frames. The case is clear: one decade does not tell us much about the next decade. However, what seems to hold up is the much lower losses that flow from adding bonds to the portfolio. His suggestion is to take 2% a year off the 49-year results for planning purposes. Would you meet, or have met, your goals while making 2% less each year?