I have a couple of questions for Mr. Treacy which I would be most grateful if he could answer:
1) Traditional portfolios have managed risk by allocating % to stocks and bonds. The closer to retirement someone is and presumably more risk averse one allocated proportionally more to bonds. Given that interest rates are at historical lows is this formula still appropriate? Should we look at allocation to gold instead of bonds? Thank you
2) Earlier this year Mr. Treacy shared the performance, dividend yields and length of time these dividend yields have been awarded for key Investment Trusts. I would be grateful (and perhaps other investors as well) if he could share growth performance, dividends and chargers of key ETFs. Thank you.
Thank you for these questions which may be of interest to the Collective. The rationale for investing in bonds as a stabilising force in a portfolio is a lot more difficult to justify when interest rates are zero. One comforting factor is the inverse correlation between the assets has been sustained over the last few months.Click HERE to subscribe to Fuller Treacy Money Back to top