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Posts Made By:
pb4uski
Forum:
FIRE and Money
12-20-2017, 07:56 PM
Replies:
16
Any 50/50 Balanced Funds Out There ...?
Views:
1,514
Posted By
pb4uski
Ah... got it.
Ah... got it.
Forum:
FIRE and Money
12-20-2017, 07:50 PM
Replies:
16
Any 50/50 Balanced Funds Out There ...?
Views:
1,514
Posted By
pb4uski
If taxable and tax-deferred are also 50% each,...
If taxable and tax-deferred are also 50% each, why wouldn't you go with all stocks in taxable (tax preferenced income and capital gains) and all bonds in tax-deferred
Forum:
FIRE and Money
12-20-2017, 07:10 PM
Replies:
16
Any 50/50 Balanced Funds Out There ...?
Views:
1,514
Posted By
pb4uski
+1 How many angels can dance on the head of a...
+1 How many angels can dance on the head of a pin?
As I recall, the success of anything between 45/60 and 60/40 are similar so I don't know what the magic of 50/50 is.
Forum:
FIRE and Money
12-20-2017, 02:06 PM
Replies:
16
Any 50/50 Balanced Funds Out There ...?
Views:
1,514
Posted By
pb4uski
Is tax efficiency a concern? If so then it is...
Is tax efficiency a concern? If so then it is best to build your own from index funds.
Otherwise 50% Wellesley/50% Wellington would do the trick or 50/50 Target Retirement 2015/2020.
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