Multiple choice

As per Boggle, asset allocation for younger investors in distribution phase should be

  1. 80% equity; 20% debt

  2. 60% equity; 40% debt

  3. 50% equity; 50% debt

  4. 100% equity; 0% debt
Reveal answer Fill a bubble to check yourself
B Correct answer
Explanation

The Boggle investment methodology suggests that even younger investors in distribution phase should maintain some debt allocation for stability. A 60:40 equity-debt split balances growth needs with income requirements and risk management during the distribution phase.

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