this post was submitted on 28 Oct 2024
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[–] btaf45@lemmy.world 1 points 1 week ago (1 children)

Bogleheads three fund portfolio (total US stock + total world stock + bonds) is very simple yet will beat most actively-managed portfolios over the long run.

This is right. But you don't really need the 'total world stock'. I reduced my allocation of that to 2% because it was dragging down my returns.

[–] dan@upvote.au 1 points 1 week ago* (last edited 1 week ago) (1 children)

The point of including worldwide stock is to reduce risk in case the US has a recession, as not all other countries will be affected by that. The aim of the Bogleheads three-fund portfolio is to be reasonably balanced in terms of risk vs reward, which is why it includes bonds too. Past performance is not indicative of future performance, and in general it's better to diversify (investing entirely in a single country isn't really diversifying)

If you're not risk-averse then 100% US stock is fine, just be prepared for larger drops than if it was more diversified.

[–] btaf45@lemmy.world 1 points 6 days ago

The point of including worldwide stock is to reduce risk in case the US has a recession, as not all other countries will be affected by that.

This seems to be generally no longer true.