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 … [Read more...]
MNY128 Plus: How Much Is Too Much In One Portfolio Holding?
This week on Money For the Rest of Us Plus we answer a member's question on why the conservative model portfolio has such a large percentage in one holding and whether that could be considered conservative. We also review some important considerations when calculating performance for one of your ETF or fund holdings. Finally, I provide an update on the Money For the Rest of Us Hub app. … [Read more...]