How much Stock for a Retired Person by AAII?

General Discussion on the Permanent Portfolio Strategy

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modeljc
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How much Stock for a Retired Person by AAII?

Post by modeljc » Thu Dec 13, 2012 3:54 pm

Anyone willing to consider the concept of an Expanded Portfolio?

http://www.aaii.com/asset-allocation/ar ... t-the-mold
LifestyleFreedom
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Re: How much Stock for a Retired Person by AAII?

Post by LifestyleFreedom » Thu Dec 13, 2012 7:16 pm

I believe it makes sense to consider all sources of retirement income.  Stocks have a role to play.

I also believe that cashflow-based investing is the foundation.  Stocks come into the picture to fund discretionary items (such as vacations and legacy gifts to charities), while predictable cashflow sources (such as Social Security, quality dividend-paying stocks, and annuities from solid insurance companies) should be used for the non-negotiable items (such as food and housing).

I've seen this approach described in many good retirement planning books, but here is an episode of a PBS program that covers the concepts well.
Financial Freedom --> Time Freedom --> Lifestyle Freedom
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WildAboutHarry
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Re: How much Stock for a Retired Person by AAII?

Post by WildAboutHarry » Fri Dec 14, 2012 4:01 am

Try this e-book:

It is well worth the $4.50.
It is the settled policy of America, that as peace is better than war, war is better than tribute.  The United States, while they wish for war with no nation, will buy peace with none"  James Madison
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