Age 63 retired. 65/35. 15% international. Equities are in VTI and VXUS. Bonds are in 5 year treasury ladder. When a bond or two mature each year I spend it, roll it over to another bond, or rebalance to equities.
I have an individual stock portfolio of say 8 stocks that is 10-15% of my portfolio. It has averaged about 13% return a year the last decade where the remainder of my investment portfolio has averaged 8%.
I have an individual stock portfolio of say 8 stocks that is 10-15% of my portfolio. It has averaged about 13% return a year the last decade where the remainder of my investment portfolio has averaged 8%.
Statistics: Posted by Parkinglotracer — Thu Sep 19, 2024 3:17 am — Replies 9 — Views 599