Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

    Support MFO

  • Donate through PayPal

Why you may want to look under hood of your target-date fund

edited July 2021 in The Bullpen
https://www.ajc.com/news/business/wes-moss-why-you-may-want-to-look-under-hood-of-your-target-date-fund/RRCLB6E67RHOHEAKGQ6KVURWBI/


Asset allocation. Portfolio rebalancing. Dollar cost averaging. These are all different investment concepts that Americans use to prepare for and navigate a happy retirement. I’d like to introduce an additional one that typically garners a little less press but that I believe can be just as helpful. It’s the 15/50 Stock Rule, and it’s a concept that I encourage in place of using the older rule of thumb to Own Your Age in Bonds (OYAIB).

Interesting article about different TDF and compositions

Do you follow OYAIB rule?
Sign In or Register to comment.