Multiple choice

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

  1. 20% equity; 80% debt

  2. 40% equity; 60% debt

  3. 50% equity; 50% debt

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

Boggle recommends 50% equity and 50% debt allocation for older investors in the distribution phase. This balanced approach provides growth potential through equity while ensuring stability and regular income through debt instruments during the withdrawal phase.

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