Bogleheads® Chapter Series - Chris Pedersen on Simple & Effective Balanced Lifetime Portfolios- 2022
Channel: Bogleheads
Date: 2022-04-27

Bogleheads® Chapter Series- Chris Pedersen on Simple & Effective Balanced Lifetime Portfolios- 2022 Update

Chris Pedersen, Director of Research at The Merriman Financial Education Foundation, shows several very simple portfolios that achieve massive diversification across industries, geographies, stocks, bonds, and various equity premium factors.

He also discusses 2 Funds for Life strategies that augment target-date funds to reduce risk with age, increase expected returns, raise safe withdrawal rates, and achieve higher overall survival rates.

Chris’ analysis compares past performance to more complex approaches, and shows that complexity is not a necessity in accumulation or retirement.

Hosted by the Boston Boglehead Chapter. Recorded on April 23, 2022.

Slides from the recorded meeting: https://boglecenter.sharepoint.com/:b:/s/Bogleheads/EeQNBSp2Q9xLid5zZozw2EkBQT8hz3UrevCcc_Qb0s8XdQ?e=KzsdhL

Chat from the recorded meeting: https://boglecenter.sharepoint.com/:b:/s/Bogleheads/EXz7fh6bB_FBpRyp8tWl-7oBP94LtcJ5Ac_dyWGTV5KCQw?e=JKoWiO

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