The Motley Fool Discussion Boards
Investing/Strategies / Retirement Investing
|Subject: Re: Wellesley Income Fund||Date: 3/12/2003 10:43 PM|
|Author: Jack254||Number: 35896 of 81355|
Also, the Wellesley doesn't provide international diversification, which you must have. I'd put 25% of your stock investment in international equities.
I wanted to check on the 25% quoted for international equities and went back to check on John Bogle. His rule of thumb recommendation : "Limit international holdings to no more than one-fifty of the equity portfolio".
So if you are 60/40 with 60 being stocks it sounds like 1/5th of 60% or not more than 12% of your holdings should be in inernational holdings??
|Copyright 1996-2016 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us|