Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
 Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A
Shrewd'm.com Merry shrewd investors
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
Unthreaded | Threaded | Whole Thread (30) |
Author: rrr12345 ✧  😊 😞
Number: of 12535 
Subject: Re: I am noodling on a major change to my portfolio.
Date: 11/27/2023 11:58 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 1
"The spreadsheet shows historical portfolio value as a function of time to retire and allocation."

Actually it shows portfolio values and matching probabilities.

As we know, the future portfolio value depends on the current interest rate and stock market valuation. Long term, the optimal allocation is always heavy in stocks. However near term (5-10 years), with 3-month T-Bills currently yielding 5.4% and the P/E on the S&P 500 at 23 ($4553/$196 Dec 31 earnings estimate), my guess would be that the optimal allocation is heavy in T-Bills. Thoughts?
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (30) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Ticker or Board Name Author

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds