Started By
Message

re: What percentage of my total liquid assets should be in cash right now?

Posted on 3/8/13 at 3:18 pm to
Posted by Zach
Gizmonic Institute
Member since May 2005
112802 posts
Posted on 3/8/13 at 3:18 pm to
I have...

45% in stocks that I manage myself.
35% in a mutual fund with a manager.
20% in cash.

The only bonds are within the mutual fund mix.

I have no idea if this is a wise combination. It's just what I do.


Posted by matthew25
Member since Jun 2012
9425 posts
Posted on 3/10/13 at 5:20 am to
Back to the OP. I enjoyed an article dated Jan 23 by Christine Benz - A Sample Retirement Portfolio in 3 Buckets - for a retired married couple with $1.5Million assets.

She recommends $120K in CD's/money market/other cash. Equates to 8% cash holding.

Also recommends: $450k in VIG (VDAIX); $200k in both VTI and VEU; and $200K in PIMCO Tot. Return E:BOND. The amounts can be adjusted for larger or smaller asset pools
first pageprev pagePage 1 of 1Next pagelast page
refresh

Back to top
logoFollow TigerDroppings for LSU Football News
Follow us on Twitter, Facebook and Instagram to get the latest updates on LSU Football and Recruiting.

FacebookTwitterInstagram