Ansgar John / Sinaas: Templeton's Way with Money Re-Balancing Program: Increase stocks from 55% to 60%

Sir John Templeton used to give his clients a yearly program at the beginning of the year. If at the end of the year the Dow Jones had increased significantly, they should lower the percentage of their wealth held in stocks. On the other hand, if prices have become more attractive it makes sense to increase the percentage held in stocks AFTER stock prices have deacreased.

Since last year (below) the MSCI World index https://www.msci.com/world (USD) has decreased slightly from 2070 to 1965. According to the adapted John Templeton re-balancing program, I made last year, your percentage of wealth allocated to stocks should increase from 55% to 60%.

Wednesday, December 06, 2017

Templeton's Way with Money Re-Balancing Program: Update

Since last year the MSCI World index https://www.msci.com/world has increased from 1770 to 2070. According to the adapted John Templeton re-balancing program I made last year, your percentage in stocks should decrease slightly from around 60% in stocks to roughly 55% in stocks.

One year ago:

Sunday, December 04, 2016

Templeton's Way with Money Re-Balancing Program 1955

What will you do if stock prices go up or down? Sir John Templeton gave his customers a program, a plan before the year started: Today in 2016 he might have a higher percentage of stocks because interest rates (on (government) bonds) are currently near 0%.