Asset Allocation

January 13, 2009 – 12:57 pm

Replicated from Bernstein’s Four Pillars of Investing:

I can tolerate losing ___ % of my portfolio in the course of earning higher returns: Percent of my portfolio invested in stocks:
35% 80%
30% 70%
25% 60%
20% 50%
15% 40%
10% 30%
5% 20%
0% 10%

Basic Truths About Portfolio Management: A Consensus View Among the Experts

Simple Chart:

Table 1. Asset Allocation for the “Typical” Investor: The Broad Consensus
Stocks (%) Bonds (%) Cash (%)
High-risk investors; young investors 70 - 80 15 - 25 0 - 5
Medium risk investors; investors approaching retirement 60 30 - 40 0 - 10
Low-risk investors; retiring investors and retirees 40 - 50 40 - 50 5 - 20
Investors over age 70 20 - 30 60 10 - 20
  1. 2 Responses to “Asset Allocation”

  2. Stingy Investor has an asset mixer here:
    http://www.ndir.com/cgi-bin/downside_adv.cgi

    By Patch on Jan 27, 2009

  3. Determining a Master Portfolio Allocation:
    http://www.nurseb911.com/2009/04/determining-master-portfolio-allocation.html

    Here are some main principles I stick to with regards to each account.

    Registered Savings Plan (RSP):

    * Contributions eligible for tax rebate at your marginal tax rate
    * All gains compound on a tax deferred basis
    * Exempt from US withholding tax on dividends paid by US corporations
    * 2009 individual contribution limit is 18% of annual income, but no more than $21,000
    * Canadian paid dividends not eligible for dividend tax credit
    * Must be converted to RRIF (registered retirement income fund) at age 71

    Tax Free Savings Account (TFSA):

    * Contributions not eligible for tax rebate
    * All gains compound tax free
    * Withholding tax on income paid as dividends from US corporations has not been indicated yet by the CRA on eligibility to exemption
    * 2009 individual contribution limit is $5,000 regardless of income
    * Canadian paid dividends not eligible for dividend tax credit
    * No conversion necessary at any age

    Non-Registered Account:

    * Contributions not eligible for tax rebate
    * All realized investment gains taxed directly at varying tax rates
    * 15% of income paid in dividends from US corporations withheld
    * No contribution limit
    * Canadian dividends eligible for dividend tax credit
    * No conversion necessary at any age

    By Patch on Apr 14, 2009

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