Three Approaches to Asset Allocation

What are the three primary ways to allocate assets and build a portfolio when saving for retirement or living in retirement.

Topics covered include:

• How saving for retirement and living in retirement differ.
• What are the expected return and risk of the Permanent, Golden Butterfly, and All Season portfolios.
• What are the pros and cons of a role-based permanent portfolio.
• What are the pros and cons of a strategic portfolio mix, such as the Bogleheads Three Fund Portfolio
• What are the pros and cons of an adaptive asset garden portfolio.

Thanks to NetSuite and The Great Courses Plus for sponsoring the episode.

For show notes and more information on this episode click here.

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