AAII: The American Association of Individual Investors
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Editor's Note

By Charles Rotblut, CFA

Simpler solutions often work better than complex ones.

This is a statement I believe applies to investing. Though some complexity is inevitable, the degree to which it is needed is far less than some in the investment industry would have you believe.

Consider asset allocation. Mathematically, it is possible to determine the proper mix of assets to achieve an optimum level of volatility for a desired return, and vice versa. For most investors, having a portfolio that sits right on the efficient frontier (where risk and return are optimally balanced) is nowhere near as important as it is to have a portfolio they understand and can stick with.

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The AAII Journal

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July 2018 Issue »

COVER ARTICLE


For Bucket Portfolios, the Devil Is in the Details

By Christine Benz

Guidance on implementing a bucket strategy in a real world portfolio, including portfolios with more than one type of account.




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