Rick Ferri, CFA on asset allocation
Bogleheads® Live
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Mastering Asset Allocation
This chapter explores the vital role of asset allocation in investment success, especially for Bogleheads, emphasizing the balance between stocks, bonds, and cash. Using a relatable birthday cake analogy, it underscores the need for discipline and rebalancing to adapt as retirement approaches, tailoring strategies to individual goals and risk tolerance. The discussion also highlights the shift towards simpler investment approaches, advocating for global diversification while addressing potential currency considerations in fixed income investments.
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