Asset Allocation - My Own Advisor

The Best Asset Allocation Entering Retirement

Posted on March 14, 2026 by Mark | 61 Comments

The Best Asset Allocation Entering Retirement The trigger for this post was some recent reading on vacation in Belize. Our morning view from the villa in Belize, March 2026. With retirement just over a month away for me (with my…

Weekend Reading – The Best Asset Allocation for Retirement

Posted on October 4, 2025 by Mark | 34 Comments

Weekend Reading – The Best Asset Allocation for Retirement Hey Friends, Welcome to some new Weekend Reading that shares the best asset allocation for retirement. Well worth the read and potential application for your retirement income planning. And, before that,…

Rethinking this bond allocation should match your age formula

Posted on September 23, 2013 by Mark | 25 Comments

Rethinking this bond allocation should match your age formula David Swensen’s book Unconventional Success mentioned that investors should construct a portfolio with monies allocated to the core asset classes below, keeping a bias towards equities: 30% Domestic Equity (VTI) 15% Foreign…

Why now is probably the wrong time to shift your equities to bonds

Posted on August 27, 2012 by Mark | 23 Comments

Why now is probably the wrong time to shift your equities to bonds I get it. The stock market is nuts. What is an investor to do? Move away from equities to bonds? Not so fast. I think you should avoid…

Where I disagree with David Swensen on Asset Allocation

Posted on January 10, 2012 by Mark | 21 Comments

After watching a David Swensen lecture online some time ago courtesy of blogger Dividend Monk, I got thinking about my own asset allocation in more detail. Some experienced investors might already know that David Swensen is the Chief Investment Officer of the Yale…

My Asset Location, Location, Location

Posted on November 1, 2010 by Mark | 4 Comments

Asset Location, Location, Location Investors hear plenty about asset allocation and asset diversification but in my opinion not so much about asset location. Why is that? Why is asset location often overlooked? I know I used to, but no longer,…