Thought on this bond allocation for non US investor

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Neus
Posts: 496
Joined: Fri Sep 22, 2017 2:12 am
Location: a Developing country in Asia with Low Cost of Living and Tax Treaty with USA

Thought on this bond allocation for non US investor

Post by Neus »

on 60 Equity/40 bond allocation

Planned bond allocation:
AGGU 50.0% ~ aggregate bond, BND equivalent, most commonly recommended, recently battered
IB01 25.0% - money market equivalent, for safety and counterbalance AGGU's interest rate risk
ITPS 25.0% - Inflation protected, to counterbalance AGGU's inflation risk
Laurizas
Posts: 515
Joined: Mon Dec 31, 2018 3:44 am
Location: Lithuania

Re: Thought on this bond allocation for non US investor

Post by Laurizas »

Hello, if you like to tinker with your portfolio, go ahead. Since AGGU will still be 50 % of bonds, the final results mainly will depend of how this fund will be doing.
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