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You are here: Home / 177 Plus: Asset Allocation, Expected Returns and Concentration Risk

177 Plus: Asset Allocation, Expected Returns and Concentration Risk

This week October 20, 2017 on Money For the Rest of Us Plus, we look at whether an aggressive 90% equity allocation can be expected to outperform a more diversified conservative allocation over a decades long holding period.

We explore whether one should have higher expected returns over a 30 year time horizon under the assumption that 10 year expected returns are lower due to higher valuations and that once valuations normalize, expected returns should be higher.

We look at asset allocation options for a member who has a six year gap between the time she retires and when her pension starts making distributions.

Finally, we look at the concentration risk of various regional and country stock indices.

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J. David Stein
Darby Creek Advisors LLC
P.O. Box 68544 • Tucson, AZ • 85737

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