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Notices
LB
Lee Brewer Jones (not verified)
7th February 2026 | 3:26pm

Bill Bengen of the "4% Rule" has recently written that a portfolio including midcap, smallcap, microcap, and international stocks as well as certain bonds has a better likelihood (historically speaking) of sustaining a 30-year drawdown period than one consisting entirely of the S&P 500. Do you have any thoughts on his results or methodology? Thanks.