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This is why I currently estimate that adding 10% REITs to a 60/40 TSM/TBM mix will increase the 100% safe withdrawal rate significantly, maybe as high as 4.5%. It is also why I see no reason to overweight small caps vs the percentage already in the TSM.

Russ, what is your opinion on utilizing a strategy of dividend growth stocks and REITS as a hedge against volatility?

The theory being that the value of the equities do not matter if your dividend stream is significant enough.
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