Alternatives to Outdated “Rule of 100” Strategy

October 4, 2018

One steadfast investment philosophy is the notion that a heavy investment in bonds is a guarantee of consistent and steadfast earnings. In many traditional portfolio strategies, investors cite the “rule of 100” as a method to deciding asset allocation. In this strategy, the investor holds a percentage of equities equal to 100 minus their age – so for an investor age 60, they would hold a split of 60% bonds and 40% equities…