4min chapter

Maven Money Personal Finance Podcast cover image

275 - Megasode - The Greatest Hits

Maven Money Personal Finance Podcast

CHAPTER

Why Don't We Nudge Up the Global Equity Scale?

An advisor increased your natural asset allocation from 6040 to 8020. Over 30 years, the $100 turns into 360 versus the 60, 40 no fee is also 360. If you have a portfolio that's 90% global equities and 10% global bonds with a 1% fee, now we're cooking,. The $100 over 30 is now turns into 441 versus the 360. Going from 60 to 80 global equities has minimal impact in the volatility. Some people, shada, if you go up by 5%, because again, they don't work with real humans... It's called asset misallocation. You are in a 60% global equity portfolio here. That's what

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