Portfolio
Showing 50 results of 72
3 Simple Steps to Determine If You Can Retire
May 02 2024
How do you know if you can retire? It seems straightforward, but the answer is far from simple. Beyond portfolio balances and age thresholds, there are other things to consider. James explains his thr...
buzzsprout.com
How to Include Crypto in Your Retirement Portfolio
May 01 2024
Cryptocurrency can bolster long-term retirement savings, but there are caveats....
money.usnews.com
How to Build a Balanced Retirement Portfolio
May 01 2024
Take these essential steps when structuring a secure retirement portfolio....
money.usnews.com
The Financial Triple Crown
Apr 28 2024
Is your portfolio positioned to win the financial “Triple Crown”? It's that time of year when the Kentucky Derby and horse racing enters the national conversation. On this episode we draw ...
retirementroadmappodcast.podbean.com
Performance Update: March Badness!
Apr 26 2024
My main goal* was to build an investment and cash portfolio of$1,120,000* ($1,000,000 to retire on and $120,000 to pay off the house) in1500 days**, starting from 1/1/2013 and ending in February of 20...
1500days.com
The Case for a Little “Fun Money” in the Stock Market – My $800 Bet That Turned into a Mind-Blowing $43,000!!
Apr 23 2024
I admit it – I’m a boring guy when it comes to my investment portfolio. Over the years, low-cost broad-based index funds now make up over 77% of our investment portfolio. REITs and bond fu...
routetoretire.com
Performance Update: February Rebound!
Apr 07 2024
My main goal* was to build an investment and cash portfolio of$1,120,000* ($1,000,000 to retire on and $120,000 to pay off the house) in1500 days**, starting from 1/1/2013 and ending in February of 20...
1500days.com
Is Vanguard a good choice for a Managed Retirement Portfolio. Worth the free.
Mar 22 2024
I am 63 and have been managing my own investments in about half of my retirement portfolio for most of my life. Frankly, I've not done so well in the last 5 years. It is still in the black but not nea...
reddit.com
How I’m Simplifying my Portfolio for Retirement
Mar 09 2024
Next Thursday, March 14th, 2024, at 1 pm ET, TD Bank is featuring me in an interview and live Q&A on this topic in a free webinar. Register for the webinar here. More information is below. I&rsquo...
retirebeforedad.com
January 2024 Performance: Tesla Dump!
Mar 06 2024
My main goal* was to build an investment and cash portfolio of$1,120,000* ($1,000,000 to retire on and $120,000 to pay off the house) in1500 days**, starting from 1/1/2013 and ending in February of 20...
1500days.com
How Should I Invest Bucket #1 of my Retirement Portfolio (3 Bucket Strategy)
Feb 27 2024
The "Three Bucket Strategy" is a popular retirement income planning method. The first bucket covers immediate expenses in retirement. Listeners John and Donna are seeking advice on constructing their ...
buzzsprout.com
Nomad in retirement question / advice
Feb 26 2024
I’m 68, single and have a healthy retirement portfolio with no debt and live in an apartment. I plan to quit working in December. I have one daughter, son-in-law and grandson in Colorado, anothe...
reddit.com
Should Retirees Follow the 100-Minus-Your-Age Rule for Stock Allocation?
Feb 21 2024
To follow the 100-minus-your-age rule, retirees deduct their current age from 100 to achieve a balance of stocks and bonds in their retirement portfolio....
money.usnews.com
What’s your asset allocation in retirement?
Feb 20 2024
I read recently several investors claiming their portfolio returns are north of 15% and I’m wondering how they’re accomplishing that. I’m guessing they’re not retired yet so th...
reddit.com
Is Your Portfolio Really Invested For You—Or Your Advisor?
Feb 18 2024
Endless investment debates often leave out the most important factor—the investor!...
forbes.com
An Index Fund In Reverse (Facebook Insanity!)
Feb 07 2024
While I think about money and investing every day, it’s rare that I have an epiphany. But last week I had one. On Friday, something crazy happened to my investment portfolio. I hold 931 shares o...
1500days.com
Is a 60/40 Portfolio Appropriate for Retirees?
Jan 18 2024
The traditional 60/40 investment portfolio may be too conservative, according to some financial experts, but the allocation can be a helpful guidepost....
money.usnews.com
Our 2023 Portfolio
Jan 16 2024
What a year 2023 has been! We started the year off with every economist out there predicting a terrible, horrible, no-good recession hitting the US as a result of all the interest rate hikes the Centr...
millennial-revolution.com
Should Your Portfolio Be 100% U.S. Stocks?
Jan 10 2024
Last week Austen Allred started a huge debate on Twitter/X after tweeting: Why isn’t the ideal investment strategy for 99% of people under the age of~45 just putting 100% of cash directly in the...
ofdollarsanddata.com
My Investment Portfolio: 2024
Jan 09 2024
The past year was a good one for most investors. All of the holdings in my retirement portfolio were up, many of them by double digits. Stock funds were the stars, but my bond funds did decently, gold...
caniretireyet.com
Bond Ladders in 2024: How to Build a Bond Portfolio for Your Retirement
Jan 09 2024
As one listener prepares for an early retirement, James discusses the situation, covering how to build a bond ladder based on non-retirement funds. James provides a different way of looking at the sto...
buzzsprout.com
How Our Portfolio Performed in 2023 (Including Real Estate!)
Jan 08 2024
[Editor's Note: The White Coat Investor wants to understand who our readers are and what they want. That’s why we created this survey—so we can make sure we continue to serve you as best w...
whitecoatinvestor.com
Conservative investment alternatives as CD rates drop.
Jan 04 2024
As CDs mature and rates drop, where would you move this money? My current portfolio is 50% Equities, 40% CD and 10% Bonds. I'm drawing SS and plan to retire this year. I'm 68 years old, sold my house ...
reddit.com
November Performance. It’s All Good.
Dec 27 2023
My main goal* was to build an investment and cash portfolio of$1,120,000* ($1,000,000 to retire on and $120,000 to pay off the house) in1500 days**, starting from 1/1/2013 and ending in February of 20...
1500days.com
Should You Use a Bucket Strategy For Your Retirement Portfolio?
Dec 18 2023
I recently received the following reader comment: “In regards to spending in retirement, I wonder if you could educate your readers, including myself, about differences between a 60/40 asset all...
caniretireyet.com
3 Best Growth Stocks For 2024
Dec 14 2023
Growth stocks can be a great way to help an investment portfolio expand at a healthy rate. To find the top growth stock ideas for 2024, read our list of the top picks....
forbes.com
Keeping entire portfolio in one investment house?
Dec 02 2023
I have just retired. I want to move my investments from 3 different investment co (schwab, fidelity, vanguard, TSP) to just Vangard. The total $ is greater than the $250k that is insured by the US. Sh...
reddit.com
The Value Of Taking Fandom Out Of Your Investment Portfolio
Nov 30 2023
When rooting for your sports team, fandom plays a big role in how you will feel about the outcome. When investing, rooting for no one can have the best long-term returns....
forbes.com
October Performance: Tesla Take Down!
Nov 29 2023
My main goal* was to build an investment and cash portfolio of$1,120,000* ($1,000,000 to retire on and $120,000 to pay off the house) in1500 days**, starting from 1/1/2013 and ending in February of 20...
1500days.com
4 Best S&P 500 Index Funds For 2024
Nov 22 2023
Uncover the top S&P 500 index fund picks for 2024. Read our overview and analysis of various funds to find the best picks for your specific investing portfolio....
forbes.com
The Downsides of Diversification
Nov 21 2023
The benefits of diversification have been known for over half a century. In the early 1950s, Harry Markowitz demonstrated that there exists an "optimal" portfolio which has the highest investment retu...
ofdollarsanddata.com
How To Allocate And Rebalance A Retirement Portfolio
Nov 16 2023
Asset allocation and rebalancing are important concepts for your retirement portfolio. Here are some best practices....
forbes.com
Your 401(k) Is Falling Behind. Here’s What You Should Do.
Nov 11 2023
How to know when it is time to take your portfolio off autopilot...
wsj.com
How To Build An Investment Portfolio For Retirement
Nov 09 2023
It's never too early to start saving for retirement. Here are retirement investment basics, including different account types and portfolio management strategies....
forbes.com
AMT Vs CCI: Which REIT Stock Is A Better Buy?
Nov 08 2023
American Tower and Crown Castle are two of the largest REITs in the U.S. Here's a look at both to help you decide if either potentially fit in your portfolio....
forbes.com
VGRO ETF Review
Nov 07 2023
Exchange-traded funds (ETFs) make it easy for investors to achieve a diversified portfolio at a low cost. There are thousands of ETFs available from well-known investment firms like Blackrock or Horiz...
retirehappy.ca
Is Your Portfolio Big Enough to Benefit From Roth Conversions?
Nov 07 2023
What are the benefits of Roth conversions in retirement planning? James addresses questions about when Roth conversions become worthwhile. This episode explores key factors: Changes in tax bracket Spo...
buzzsprout.com
September Performance: Bathroom Madness!
Nov 02 2023
My main goal* was to build an investment and cash portfolio of$1,120,000* ($1,000,000 to retire on and $120,000 to pay off the house) in1500 days**, starting from 1/1/2013 and ending in February of 20...
1500days.com
Should I Continue to Own Bond Funds?
Nov 01 2023
Bonds are a ubiquitous part of a balanced portfolio and in recent years bond funds have become even more attractive to many investors. However, due to rising interest rates, bond funds are now losing ...
rogerwhitney.libsyn.com
Asset Location: How Tax-Smart Investing Can Supercharge Your Portfolio
Oct 26 2023
In the complex world of personal finance, asset location is the hidden strategy that smart investors use to gain a distinct advantage. Most people know to diversify their investments across different ...
newretirement.com
Need advice on ira portfolio diversification
Mar 13 2023
New to investing and recently opened a roth ira. Im wondering if this would be a good portfolio: 55% FXAIX 30% FTEC 10% FSGGX 5% FXNAX I'm 21 so I don't mind being aggressive, but wanted to know if th...
reddit.com
Can you explain to me like a 5 year old: how does one take distributions from portfolio in good years and then in bad years?
Mar 12 2023
For example, if your portfolio earned 12% one year, do you stand by the 4% rule and leave the rest to keep working? submitted by /u/Americantruther2023[visit reddit] [comments]...
reddit.com
How Do You Evaluate and Compare Mutual Funds and Exchange Traded Funds?
Mar 07 2023
By Dr. James M. Dahle, WCI Founder Given how much of my portfolio (85%) is invested in publicly traded traditional mutual funds and exchange traded funds (ETFs), we spend way too little time around he...
whitecoatinvestor.com
The $3 Million Dividend Growth Portfolio That Could Secure Your Retirement
Mar 02 2023
High retirement expectations data shows that the average investor is far from prepared. Click here to find out what makes dividend growth investing so powerful....
seekingalpha.com
Retirement portfolio
Mar 02 2023
Will v ballance stand the test of time Can it be used with the 4% rule. What should be expected in terms of returns submitted by /u/No_Environment3777[visit reddit] [comments]...
reddit.com
Things important, and unimportant
Feb 28 2023
Photo by Megan Ruth on Unsplash Important: Investing for the long-term. Think decades. My holding period for VTSAX is forever, other than maybe selling a few shares while living on my portfolio. I am ...
jlcollinsnh.com
Has anyone heard that a portfolio balanced equally by sector will beat the S&P 500 over time?
Feb 28 2023
I was just speaking with a (potential) financial advisor today. He discussed, for example how the S&P 500 is way overweighted in tech, particularly because 7 of the top 10 holdings are all megatec...
reddit.com
The Biggest 401(k) Funds Ranked
Feb 26 2023
Use Kiplinger's guide to 401(k) funds to boost the performance of your retirement portfolio. We analyze them and rate each one “buy,” “sell” or “hold.”....
kiplinger.com
Nearing retirement? Here'show to transition your portfolio from growth to income.
Feb 24 2023
After decades of saving and investing, it is time to start taking income from your retirement account. Here are a few things to keep in mind....
marketwatch.com
Itching to Check Your Portfolio? It’s Time to Start Looking Again
Feb 22 2023
Though the markets are still fluctuating, this expert sees an encouraging upward trend and is giving himself permission to check his investments....
kiplinger.com
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About Portfolio
A retirement portfolio is a collection of investments that are held in a retirement account, such as a 401(k) or Individual Retirement Account (IRA). The purpose of a retirement portfolio is to help you save and grow your money for retirement, while also taking into account your risk tolerance and investment goals.
To create a retirement portfolio, you will need to consider your investment time horizon (the amount of time you have until you retire), your risk tolerance (your willingness to take on risk in exchange for potential returns), and your investment goals (such as maximizing growth or preserving capital). Based on these factors, you can then select a mix of investments that are appropriate for your retirement portfolio.
A typical retirement portfolio may include a mix of stocks, bonds, and other asset classes, such as real estate or commodities. It's important to diversify your retirement portfolio to spread risk and maximize your potential returns. You may also want to periodically review and adjust your retirement portfolio as your investment goals and risk tolerance change over time.
It's a good idea to seek the guidance of a financial professional when building and managing a retirement portfolio. They can help you understand the different types of investments available and recommend a strategy that is tailored to your specific needs and goals.