Talk of The Villages Florida - View Single Post - Is the market going to crash?
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Old 06-11-2021, 11:23 AM
DAVES DAVES is offline
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Originally Posted by Becca9800 View Post
So..... if my money is w Lincoln Financial, in an Aggressive Retirement portfolio (46.77% bonds, 27.47% stocks and 25.76% cash/stable value) is it imperative that I understand asset allocation? Or can I trust Lincoln? This is truly a case of I don't know what I don't know. Honestly, I don't want to understand it, I want to be able to trust the experts. But as with all things, in the end.....
Aggressive retirement portfolio. Sound to me like you are in a retirement date fund where they re balance based on your age. Your numbers 46.77 bonds, 27.47 bonds 25.76% cash. You have or should have or can get a statement of what you hold.
Might be interesting to run it through Morningstar fund x-ray, it is FREE and see what they say about your allocation. It should be close to what you say your allocation is.