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re: Portfolio Allocation, Age, and Years Until Retirement
Posted on 4/14/18 at 2:55 pm to kaaj24
Posted on 4/14/18 at 2:55 pm to kaaj24
Early 40s. Would like to be financially independent in 15 years or so. Doesn't mean I'd retire, but I can do whatever.
I adjust my allocation as my portfolio hits milestones. I only had 10% bonds for many years, but when I hit 500k I went to 25% bonds. When I hit the 2 comma club, I'll probably adjust again.
25% Large Cap
15% Small Cap
10% REIT
15% Developed Intl
10% Emerging Intl
25% Bonds
I adjust my allocation as my portfolio hits milestones. I only had 10% bonds for many years, but when I hit 500k I went to 25% bonds. When I hit the 2 comma club, I'll probably adjust again.
25% Large Cap
15% Small Cap
10% REIT
15% Developed Intl
10% Emerging Intl
25% Bonds
1
Posted on 4/15/18 at 4:34 pm to gpburdell
Mid 40s. In the 2 comma club. I jump between bond and low cost leveraged ETFs based on market fluctuations on a quarterly basis and usually beat the S&P 500 Index. Not bad for having a third of my money in bonds. Currently at:
25% Small Cap ETF
17% Leveraged Mid Cap x2 ETF
25% Leveraged Nasdaq-100 x3 ETF
33% Bonds
When I get my kids fully educated I can quit, but will probably keep working.
25% Small Cap ETF
17% Leveraged Mid Cap x2 ETF
25% Leveraged Nasdaq-100 x3 ETF
33% Bonds
When I get my kids fully educated I can quit, but will probably keep working.
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