From 1973 to 2013, a portfolio like this returnedAnytime someone picks a seemingly pointless and random date range like that they are biasing the results.
From 1973 to 2013, a portfolio like this returned
Anytime someone picks a seemingly pointless and random date range like that they are biasing the results.
Just want to quickly note that that article was written in 2015, so looking at 1973-2013 doesn’t seem that random.
There gets to be a point when the marginal gain for a different asset mix isn’t worth the extra hassle and cost of rebalancing.
I definitely agree with this, but I’m skeptical that 100% US equities is already at the point where adding some diversification is too costly.
If you’re selling to rebalance in a taxable account, then the capital gains tax is going to eat away at your investment gains.
If I understand correctly, donating stocks can be a way to partially offset this that might be useful to keep in mind for EA investors.
That said, I’m really not knowledgeable in this, and it seems plausible that the best way to diversify doesn’t include bonds
Just want to quickly note that that article was written in 2015, so looking at 1973-2013 doesn’t seem that random.
I definitely agree with this, but I’m skeptical that 100% US equities is already at the point where adding some diversification is too costly.
If I understand correctly, donating stocks can be a way to partially offset this that might be useful to keep in mind for EA investors.
That said, I’m really not knowledgeable in this, and it seems plausible that the best way to diversify doesn’t include bonds