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Investing - Theory, News & General • Why is 60/40 the benchmark?

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I don’t know if anybody cares, but to me it looks like the trinity study etc. sweet spot is centered around 60/40. You might argue that 50/50 and 70/30 look the same but I would assume in that case there is an optimum. I am only concerned with what I assume.

This is the only legitimate appeal that 60/40 is universally meaningful that I personally see, but it’s a big one. I don’t agree at all with any of the other arguments for this as a benchmark.

Key understanding should be that this universal meaningfulness applies only to retired people. Trinity Study etc. doesn’t tell you anything about investing when you’re working.

Statistics: Posted by firebirdparts — Sun Mar 03, 2024 3:24 am — Replies 18 — Views 1773



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