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Old 01-26-2021, 04:26 AM
  #4  
LEROY JENKINS
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Joined APC: Jun 2015
Posts: 23
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Originally Posted by Trip7 View Post
S&P 500 is at nose bleed valuation according to the Shiller CAPE ratio. Expected Return over next 10 years is less than 5%. Think about investing your money in broad ETFs diversified over over multiple asset classes, with a tilt towards Emerging Markets. Emerging markets and Foereign Developed markets have better CAPE valuations and outlooks. Personally in a static portfolio rebalanced quarterly if have less than than 20% of my equities allocation in the S&P 500

Not investing advice DYODD

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That's pretty close to what I have currently. 1/3 emerging markets and 1/3 in S&P funds. Only thinking about doing this for that piece. Agree that valuations are sky high. Been aggressive and long-viewed my entire life and it's served me well. Struggling with transitioning that mindset now that I'm getting close. 5% expected return the next 10 years the juice isn't worth the squeeze. Basically its a bet between slow growth or a volatile correction. Maybe some good medium risk municipal bonds. Lot of borrowing to shore up budgets.
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