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re: Is Modern Portfolio Theory Dead?
Posted on 3/2/24 at 12:10 pm to SquatchDawg
Posted on 3/2/24 at 12:10 pm to SquatchDawg
While I am a firm believer in KISS and that a simple sp500 port is most likely going to provide the best returns weighted against the effort and risk involved but it aounds like you want an emergency fund/opportunity fund that is very liquid and protected against drawdowns.
There’s a real chance that the opportunity you find or emergency you have comes at a time that sp500 is down (and maybe even down big).
Most likely you would be fine and have way outpaced cash or a hysa, but seems relatively high risk for what you want the money for.
There’s a real chance that the opportunity you find or emergency you have comes at a time that sp500 is down (and maybe even down big).
Most likely you would be fine and have way outpaced cash or a hysa, but seems relatively high risk for what you want the money for.
Posted on 3/3/24 at 9:05 am to JohnnyKilroy
quote:
There’s a real chance that the opportunity you find or emergency you have comes at a time that sp500 is down (and maybe even down big).
This is why I like the mix that still has a pretty large cash position…with a potential shift to bonds if it looks like rate reductions start moving to the forefront. Having dry powder earning 5% seems like a good play.
Also I’m 52 so horizon for needing IF nothing else comes up in meantime is around 8 years. However this would also be our new car, home repair, kids need something, etc money so I want to be pretty conservative.
ETA: thanks for all of the responses.
This post was edited on 3/3/24 at 9:06 am
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