Personal Investments • Portfolio Review - A Retiree

Is there any other way to temper down our AA, which I do not see.

You could choose to put some fixed income in your taxable portfolio.

Yes, 80/20 sounds aggressive for someone in their 60s. But with an $8 million portfolio, you’ve got $1.6 million in fixed income. That’s almost 10 years of your expenses. And even that measure ignores the dividend income you’ll get on your equities.

If you’re ok with your current allocation, that’s all that counts.

I’d be comfortable with it.

Statistics: Posted by Stinky — Wed Aug 14, 2024 12:26 pm — Replies 17 — Views 1797

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