AAII Q&A, Part 2 — 12 More Questions Answered

Sound Investing

Paul continues his three-part series responding to questions from his November 8 AAII presentation. In this episode, he digs into risk-parity portfolios, the role of gold, how the 10-Fund Strategy compares to the S&P 500, growth vs. value, rebalancing discipline, and how to choose the right bond allocation in retirement. If you were at the AAII event, you’ll find the exact 12 questions listed below so you can jump straight to your topic.

12 AAII Questions Covered

1. Thoughts on risk-parity portfolios during retirement distributions? 2:12

2. Was the 10-Fund Strategy originally meant to mirror 60/40? 14:51

3. Should investors add gold (IAU) after its recent streak? 21:40

4. What is a double-rung bond ladder? 24:03

5. Which of the nine portfolios has the best return per unit of risk? 26:36

6. Analysis of growth funds outperforming over the last decade? 31:36

7. How to invest new money when the economic outlook looks uncertain? 36:40

8. Will the AAII slide deck be available? 38:54

9. How often do you rebalance? 39:25

10. How do you tune out the noise and stay the course? 41:13

11. How to choose your bond allocation in the distribution phase? 45:25

12. Can you share ETFs for the bond portion of a retirement portfolio? 52:12

Resources Mentioned

AAII presentation slides

10-Fund vs. S&P long-term comparison

Fine-Tuning Your Asset Allocation tables

Sound Investing tables

Retirement withdrawal tables

Lifetime Investment Strategy calculator

Best-in-Class ETF recommendations