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Personal Investments • When should I start changing my stock and bond ratios?

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I suggest to keep 1-2 year of expenses in cash ready state. Example CD ladder, TBill ladder or bond ladder.

Suggesting because in 2022 both stocks and bond funds had about 20% down run.

Compared to 2021 numbers, bond funds are still down.

The strategy is not perfect but it does offer cushion in case of a downturn where your withdrawal rate is not higher then planned rate.

Statistics: Posted by NabSh — Sat Jan 13, 2024 5:52 am — Replies 22 — Views 2793



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