What is the right asset allocation (stocks vs bonds) by age?

A common starting rule: hold your age in bonds (30 years old = 30% bonds, 70% stocks). But modern research suggests more aggressive: 110 minus your age in stocks. A 35-year-old with 30+ years to retirement should hold 75–90% stocks. Reduce to 50–60% stocks by retirement age.

Formula

Rule of thumb: Stocks % = 110 − Your Age. Bonds % = Your Age − 10. Adjust ±10% based on risk tolerance.

Example

Age 35: 75% stocks (45% US, 20% international, 10% small-cap) + 25% bonds. Age 55: 55% stocks + 45% bonds. Age 65: 45% stocks + 55% bonds (preserving capital while maintaining growth).

How it works in detail

Asset allocation is the single biggest determinant of long-term returns and volatility (more important than stock picking). Young investors (25–40) should be heavily in equities because they have decades to recover from crashes, and stocks return 7–10% historically vs. 3–5% for bonds. The 'age in bonds' rule is overly conservative for most — a 30-year-old with 30% bonds sacrifices significant compounding. Vanguard target-date funds use roughly: age 30 → 90/10 stocks/bonds, age 45 → 80/20, age 60 → 65/35, age 70 → 50/50. Within stocks: diversify globally (60–70% US, 30–40% international). Within bonds: use total bond market or Treasury inflation-protected securities (TIPS) near retirement.

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