Check out Ethan Braid's HighPass Asset Management YouTube video titled "Retiring? 4% Rule vs Bad Timing", for an excellent analysis of the performance of Vanguard's Wellington and Balanced Index funds, Fidelity's Balanced and Puritan funds and T Rowe Price's Balanced fund,
The bottom line: Wellington has produced the best outcome for a retiree following the 4% with inflation adjustment portfolio distribution rule since 2000.
The bottom line: Wellington has produced the best outcome for a retiree following the 4% with inflation adjustment portfolio distribution rule since 2000.
Statistics: Posted by InvMoney — Sat Dec 28, 2024 8:08 am — Replies 10 — Views 467