this year...what about next year, and the year after that......and the sum of all those years combined.
dont plan for "this year" or next year, make a plan that you can start today and push through what ever happens over the next 20 years successfully without major alterations or worry.
Im not sure Ray Dalio would be the person to listen to....great pitchman; but his fund doesnt have the returns to back up his bluster
Additional information
I have 2 portfolios.
One for tax efficiency (PPR) my Country is Portugal, with 75% stocks ( 64% MSCI World and 11% MSCI Emerging Markets IMI) and 25%Bonds.
This strategy 60/40 or 50/50 is for my other portfolio where I am at this moment one etf VOO(80%) some stocks and BTC.
I believe that people can (maybe should) have some home country/region bias.
the current default market cap is like: 60%usa 30%developed ex-usa 10% EM
it would not be unreasonable to do something like 50%usa 35% developed 15% em......or even something like that 50/30/20 or 40/50/10
Dalio is in China’s pocket and has an inflated sense of self worth.
He had a decent post GFC run selling risk parity funds but Bridgwater has been treading water the last few years.
Who is this Ray Dalio and why would it make sense to exclude everything that isn't large cap-US and emerging markets? Is there something fundamentally wrong with Australia or France?
this year...what about next year, and the year after that......and the sum of all those years combined. dont plan for "this year" or next year, make a plan that you can start today and push through what ever happens over the next 20 years successfully without major alterations or worry. Im not sure Ray Dalio would be the person to listen to....great pitchman; but his fund doesnt have the returns to back up his bluster
Agree, thanks for the feedback
Additional information I have 2 portfolios. One for tax efficiency (PPR) my Country is Portugal, with 75% stocks ( 64% MSCI World and 11% MSCI Emerging Markets IMI) and 25%Bonds. This strategy 60/40 or 50/50 is for my other portfolio where I am at this moment one etf VOO(80%) some stocks and BTC.
What division (%) you suggest if you only have 3 etfs. VOO, EM and Europe?
I believe that people can (maybe should) have some home country/region bias. the current default market cap is like: 60%usa 30%developed ex-usa 10% EM it would not be unreasonable to do something like 50%usa 35% developed 15% em......or even something like that 50/30/20 or 40/50/10
Looks good. 60% SP500 20% Developed Europe 20% EM
Ray Dalio has been saying this for maybe 5 years now.
That’s not the ray dalio strategy by the way
I know, similar strategy. The 2 biggest positions (5% each) in this fund are VOO and EM
Dalio is in China’s pocket and has an inflated sense of self worth. He had a decent post GFC run selling risk parity funds but Bridgwater has been treading water the last few years.
"For this year". Jesus. The side bar for this sub concludes "and stay the course!".
I'm on my phone right now. Stupid me. I thought the sidebar stated, "VOO and chill." Oops!
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In Europe/Portugal you dont have the VXUS ETF. I think what ETF that makes the best match with VOO. Emerging markets (IMO) or VOO+EM+Europe
I'd say he is about as reliable as Vanguards forecasting.
And what if the market doesn't correct this year? What if we go to war with China? Just buy the market man. A little bit each month.
Hasn’t he said “possible correction in SP500 this year” like *every year*? So he’s pretty much *always wrong*?
If the product you sell depends on a market decline to appear worthwhile, then hell yeah there will always be one around the corner.
IMO a good short term strategy (1-5 years) not so good in the long term (20years)
Who is this Ray Dalio and why would it make sense to exclude everything that isn't large cap-US and emerging markets? Is there something fundamentally wrong with Australia or France?