I have followed a 50/50 AA since ER back at the end of 2002. This has served me well since bond returns have been very good over that period and in fact my liquid NW has doubled since ER even after draws for living expenses over the last 14 years.
It would seem that there is a fairly strong possibility that the low inflation environment is going to change going forward. Does it make sense to change AA to lower bond exposure? and if so, what would make sense for particular areas of equity investment?
It would seem that there is a fairly strong possibility that the low inflation environment is going to change going forward. Does it make sense to change AA to lower bond exposure? and if so, what would make sense for particular areas of equity investment?