Good article on AA in today's WSJ


Thinks s/he gets paid by the post
Mar 11, 2004
The financial planner who consulted with me about Asset Allocation matters for the Work Less Live More books is profiled in today's WSJ - page R6 -- Taming the Wildness by Shefali Anand. Tom Orecchio goes into detail on one of his mid-range asset allocations/portfolios, including specific percentages of individual funds within each category, something people often ask about.

It is a roughly 50% Stocks, 50% Bonds and Other asset allocation. Not the same as the ones in the books, but clearly a cousin and possibly better suited to someone still working. 10.4% Rate of Return (vs 5.9% for the S&P) with 65% of the S&Ps volatility over the last 10 years.
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