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Two-Decade Portfolio Consistency
- Dr. Jim Dahle and his wife set their portfolio in 2004 and barely changed it for nearly 20 years.
- They keep a written investing policy and use it for decades with minimal tweaks.
Automate Contributions Into Your Plan
- Direct all new contributions into your written plan to avoid ad-hoc decisions.
- Rebalance on the schedule in your plan and treat new cash like any other allocation.
No One Knows The Perfect Mix
- No one can predict the optimal future mix of assets, so choose a reasonable diversified plan.
- Focus on a sensible mix that will perform across different market conditions.