Key insights
- The post discusses a tactical asset allocation strategy involving shifts of +/- 15% from a Bogle-inspired age-based asset allocation model. It outlines allocation guidelines for different life stages (accumulator, transitional, distribution phases) but lacks specific triggers or indicators for tactical adjustments. Therefore, it has no immediate market influence.
What tactical allocation strategy would you use to shift AA to +/-15% from you age based AA
Some age based AA as per Bogle
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80/20 for an accumulator (upto 50 yrs)
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80/20 to 65/35 for someone in their transitional phase (51 to 65yrs)
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50/50 for an investor who's in their distribution phase 1 (+65 yr)
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35/65 for an investor who's in their distribution phase 2 (+75 yr)
He does speak about tactically adjusting AA at +/- 15 but doesn't go into details cause that's John Bogle for you. There are no old bold pilots in his own words.
He did plant the seed (+/-15) and the rest is left towards those who do determine to walk this way.mp3 tilt that way