Bonds Quote by John C. Bogle
“I would advise someone who has just retired to be something in the broad range of 50/50 stocks and bonds.”
About This Quote
Source Book: Common Sense on Mutual Funds by John C. Bogle, 1999
Retirees should allocate half of their portfolio to stocks and half to bonds for balanced risk and growth.
In simple terms: Split investments equally between stocks and bonds.
Adopt a 50/50 portfolio.
Themes
Mood
Type
When to use this quote
- personal finance planning
- retirement counseling
- wealth management
Key Concepts
Questions to Reflect On
- Is a 50/50 split optimal for all retirees?
- How should one adjust as they age?
Market volatility may affect the balance; flexibility needed.