Episode 245: Gold And Bonds And Sonia, Oh My! And Portfolio Reviews As Of March 3, 2023
Risk Parity Radio
00:00
How to Maximize a Proposed Safe Withdrawal Rate
The sweet spot for equity allocations is somewhere between 40 and 70% in equities. A study by Karsten Yesca determined that adding 10 to 15% in gold in a kind of standard stock bond portfolio did tend to improve its safe withdrawal rate characteristics. But beyond rules of thumb you do need to look at what's in the portfolio overall.
Transcript
Play full episode
