New Research, New Rules (New Study Challenges Everything We Know About the Right Portfolio Split)
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Most investors are doing too much and it's costing them.
A 2025 study analysed 130 years of data across 39 countries and found that a 100% stock portfolio outperforms the traditional stock-and-bond approach over a lifetime. It also found that investors with zero bonds can reach the same retirement outcomes while saving significantly less each month.
In this episode I also share why checking your portfolio less often leads to better returns, and why the best investors are not the most active ones.
Disclaimer:
All content I share is educational in nature and does not constitute financial advice. Any calculations or returns referenced are based on historical figures, future returns are not guaranteed. All information shared is market sensitive and subject to change as markets and economic conditions evolve. Personalised one-on-one advice is available exclusively to my Invest with Confidence Executive students through direct consultation calls. I am authorised to render financial services, including advice, under Wealth Office (Pty) Ltd, FSP 54904. https://www.moneywithcarla.com/terms
Most investors are doing too much and it's costing them.
A 2025 study analysed 130 years of data across 39 countries and found that a 100% stock portfolio outperforms the traditional stock-and-bond approach over a lifetime. It also found that investors with zero bonds can reach the same retirement outcomes while saving significantly less each month.
In this episode I also share why checking your portfolio less often leads to better returns, and why the best investors are not the most active ones.
Disclaimer:
All content I share is educational in nature and does not constitute financial advice. Any calculations or returns referenced are based on historical figures, future returns are not guaranteed. All information shared is market sensitive and subject to change as markets and economic conditions evolve. Personalised one-on-one advice is available exclusively to my Invest with Confidence Executive students through direct consultation calls. I am authorised to render financial services, including advice, under Wealth Office (Pty) Ltd, FSP 54904. https://www.moneywithcarla.com/terms
Chapters
- 00:00 Intro
- 01:53 Checking your portfolio less often is better
- 03:59 A recent controversial study in the finance industry
- 04:44 Should you really rebalance your portfolio with age?
- 05:37 Why does this matter practically?
- 06:24 Why did earlier studies get it wrong?
- 06:59 Should we take this at face value?
