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Investing - Theory, News & General • DFA: Mostly TIPS at retirement

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This is an interesting contrast to Vanguard.

5 years from retirement, DFA target date funds are:

38% Global Equities
5% Global Bonds
56% inflation-Protected Bonds

Retirement Year to 10 Year Post Retirement:

25% Global Equities
0% Global Bonds
75% Inflation Protected Bonds

>10 Years

20% Global Equities
0% Global Bonds
80% Inflation Protected Bonds

https://www.dimensional.com/us-en/retirement-calculator

For comparison, their 2030 target date fund:

https://www.dimensional.com/us-en/funds ... ncome-fund

2025:

https://www.dimensional.com/us-en/funds ... ncome-fund

Statistics: Posted by watchnerd — Thu Oct 24, 2024 11:19 pm — Replies 1 — Views 155



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