Templeton stock allocation program for 2026

This will be update around December 20th 2025.

A possible investor mentioned that he currently has 50% in bonds in order to benefit from a potential future stock market crash.

One of the investors featured in "Leer Beleggen als Warren Buffett" is Sir John Templeton. He created an annual "program for his investors" who also wanted to buy at a discount.

I now do that annually as well. For this January, I did that last year on December 16, 2024. Today December 5th, the MSCI World Index (in dollars) is at 4418, which is 19% higher (in dollars) than on January 1, 2025, when the MSCI World was at 3707.

Based on the table here https://sinaas.blogspot.com/2024/12/sir-john-templeton-asset-allocation.html, one should not have more than 40% in equities. (On April 8, the MSCI was at 3,267. I and many fellow investors added to the ValueMachinesFund and according to the program, you then had 60% in shares: https://app2.msci.com/products/index-data-search/regional_chart.jsp?asOf=Standard%20(Large%2BMid%20Cap)&scope=R&style=None&currency=USD&priceLevel=STRD&indexId=990100&indexName=WORLD&suite=C )