Retiree Stock Allocation Recommendations: Do You Fit the “Mold”?

Posted on November 28, 2012 | Asset Allocation


How much of your portfolio should be invested in stocks if you are a retiree living off of your retirement savings?

The answer depends on how closely you fit the typical “mold.”

At first blush, there would appear to be a fair amount of disagreement among the “experts” on this seemingly basic question. But upon closer examination, it is clear that many of these disagreements stem from differing assumptions about the typical retiree.

In this article, we’ll take a look at the basic disagreements that exist among professionals. A better understanding of the assumptions that underlie their models—and how those assumptions affect the recommendations—can help you determine which “mold” comes closest to fitting your own situation.

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Five Big Lessons From Market History

Posted on November 19, 2012 | Asset Allocation

Investment mistakes, particularly those involving asset allocation, are painful indeed. Once made, however, they should be turned into important lessons.

Mistakes can and are made in all kinds of environments, and the market’s behavior over one 16-year period encompasses the extremes, stretching from two severe bear markets with a long bull market in between. This all-encompassing financial market history can provide a number of valuable asset allocation lessons.

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OCTOBER 2012 AAII ASSET ALLOCATION MODELS UPDATED

Posted on November 12, 2012 | Asset Allocation

STOCKS – 1 YEAR

Large-Cap Stocks 15.04%
Mid-Cap Stocks 11.5%
Small-Cap Stocks 12.98%
International Stocks 6.07%
Emerging Markets Stocks 3.3%

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SEPTEMBER 2012 AAII ASSET ALLOCATION MODELS UPDATED

Posted on October 10, 2012 | Asset Allocation

STOCKS – 1 YEAR

Large-Cap Stocks 30.01%
Mid-Cap Stocks 27.78%
Small-Cap Stocks 32.15%
International Stocks 15.65%
Emerging Markets Stocks 17.74%

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August 2012 AAII ASSET ALLOCATION MODELS UPDATED

Posted on September 12, 2012 | Asset Allocation

STOCKS – 1 YEAR

Large-Cap Stocks 17.82%

Mid-Cap Stocks 12.07%

Small-Cap Stocks 14.48%

International Stocks 0.17%

Emerging Markets Stocks -6.3%

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May 2012 AAII Asset Allocation Models Updated

Posted on June 12, 2012 | Asset Allocation

STOCKS – 1 YEAR

Large-Cap Stocks -0.55%

Mid-Cap Stocks -6.55%

Small-Cap Stocks -7.64%

International Stocks -20.42%

Emerging Markets Stocks -21.00%

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April 2012 AAII Asset Allocation Models Updated

Posted on May 12, 2012 | Asset Allocation

STOCKS – 1 YEAR

Large-Cap Stocks 4.60%

Mid-Cap Stocks -1.44%

Small-Cap Stocks -2.93%

International Stocks -13.16%

Emerging Markets Stocks -13.66%

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March 2012 AAII Asset Allocation Models Updated

Posted on April 10, 2012 | Asset Allocation

STOCKS – 1 YEAR

Large-Cap Stocks 8.38%

Mid-Cap Stocks 1.45%

Small-Cap Stocks 0.85%

International Stocks -5.67%

Emerging Markets Stocks -9.07%

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