How to Invest in a Social Wellness Fund

The three-fund portfolio is like a social wellness fund for the world. It aims to provide investors with performance of the MSCI World Excluding Australia before fees and expenses. If you've got a coal company just burning coal for fun, not going to make it into this particular fund. The old adage that many advisors still use, it's called the 100 minus your age. Glenn: I don't plan personally being any more than 5 percent bonds until I'm at least 50 years old. He says time is on your side and you should be super aggressive early on.