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re: Almost 45 trying to determine where I want to be bond vs equity mix now that there is rate
Posted on 5/4/24 at 2:14 pm to thelawnwranglers
Posted on 5/4/24 at 2:14 pm to thelawnwranglers
Some data shows over decades “small” caps outperform “large” caps.
I have 403b/457 in low cost funds.
Basically split into small cap, mid cap, and real estate.
I have a lot of money in individual stocks in other accounts. Majority is mega cap like Apple, Altria, Verizon, Proctor and Gamble, JNJ, etc.
I keep a good chunk of cash in money market and CDs in case I want a car or a trip or a major expense occurs.
I have 403b/457 in low cost funds.
Basically split into small cap, mid cap, and real estate.
I have a lot of money in individual stocks in other accounts. Majority is mega cap like Apple, Altria, Verizon, Proctor and Gamble, JNJ, etc.
I keep a good chunk of cash in money market and CDs in case I want a car or a trip or a major expense occurs.
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