The Fidelity ClearPath Retirement Portfolios shift from a 92% equity allocation when retirement is many years away to a 33% equity allocation in retirement. This common asset allocation advice stems ...

For instance, the iShares Core Aggressive Allocation ETF (AOA), with its 80% equity/20% fixed income allocation (shown in Table 2), produced a 10-year average annualized return of 9.12% and a ...

Managing equity vs debt allocation is not a “set it and forget it” exercise. It’s a dynamic strategy, where equity demands style-based and sector-aware diversification, and debt requires ...

It may seem counterintuitive that income risk-adjusted planning leads investors aged 30–39 to hold a higher equity allocation. However, it is because these investors, under risk-aware planning ...