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Bogleheads University 101 2023 - Setting Your Asset Allocation with Christine Benz

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Christine Benz discusses the two key factors to bear in mind when setting an asset allocation: risk capacity and risk tolerance. She also shares some case studies of appropriate asset allocations for retirement and nonretirement goals.

Recorded on October 13, 2023.

Bogleheads University 2023 is split into two tracks: Bogleheads 101 Investing Fundamentals and Bogleheads 501 Advanced Topics.

The Bogleheads University Courses can be found at https://boglecenter.net/bogleheadsun.... Slides and transcripts are also available.

The complete Bogleheads 2023 Conference Proceedings can be found at https://boglecenter.net/2023conference/

The John C. Bogle Center for Financial Literacy (https://boglecenter.net/) is a nonprofit organization dedicated to improving financial literacy.

The Center’s mission is to expand the legacy of John C. Bogle, the founder of Vanguard, by promoting the principles of successful investing and financial wellbeing through education and community.

The Center envisions a world of wellinformed, capable, and empowered investors.

Community outreach is achieved through the Bogleheads forum, wiki, and blog, as well as inperson and virtual Bogleheads chapters worldwide.

Bogleheads.org:
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Investors can get started here: https://www.bogleheads.org/wiki/Getti...

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