Portfolio
Showing 50 results of 143
CFA Institute: 20 Common Investing Mistakes That Could Crush Your Portfolio
Mar 27 2025
Investing is one of the best ways to build wealth, but that doesn’t mean it’s easy. The market doesn’t care about emotions, hype, or shortcuts, and bad habits can do serious damage t...
dadisfire.com
Ask a Financial Pro: Should I Add Foreign Investments to My Retirement Portfolio?
Mar 26 2025
International stocks are finally outperforming U.S. equities after years of lagging behind....
money.usnews.com
Trump Is Risking Your Retirement Portfolio
Mar 25 2025
Trump’s tariff threats are hammering the stock market and could mean trouble for our already vulnerable retirement portfolios....
nytimes.com
One Move That May Improve Your 401(k) Returns in 2025
Mar 24 2025
If you’re looking to improve your 401(k) performance in 2025, there is an often-overlooked strategy that may help. It’s called rebalancing. And failing to rebalance your portfolio could me...
401kmaneuver.com
The Power Of Progress: A Simple Exercise To Maintain Financial Momentum In Uncertain Times
Mar 16 2025
Regardless of the markets’ machinations, we can absolutely continue to make progress in our financial plan beyond our portfolio. This exercise from Daniel Pink shows how....
forbes.com
Living Solely on Portfolio Income in Retirement: Can it Be Done?
Mar 13 2025
Relying only on portfolio income is achievable for high-net-worth individuals and those with the right mix of investments. Is it for you?...
kiplinger.com
Five Ways to Safeguard Your Portfolio in Market Downturns
Mar 13 2025
The stock market is nothing if not volatile these days. When it takes a dip, a well-managed, properly diversified portfolio could help you ride out the storm....
kiplinger.com
With High Yields, Do Treasury Bonds Belong in Your Retirement Portfolio?
Mar 03 2025
How Treasury bonds can protect your retirement nest egg. The upside, risk and low-down on T-bonds....
kiplinger.com
Why Self-Storage Should Be in Every High Earner’s Investment Portfolio
Mar 02 2025
As a physician or high-income professional, you are uniquely positioned when it comes to financial independence. Years of rigorous education ... Read more...
physicianonfire.com
Retirement portfolio questions - more diversity or..?
Feb 28 2025
This is my first time posting here so here goes. I am a 67 year old Canadian who will retire in Jan 2026. Currently, I have ~50% of my RSP with Questrade (XSP, XQQ, BTCX, ETHB, ZEB, as major holdings ...
reddit.com
Should I Have Private Equity in My Portfolio?
Feb 26 2025
In this episode, we tackle the complexities surrounding private equity in retirement portfolios. Join Roger as he navigates a listener's inquiry about the necessity and implications of investing in pr...
share.transistor.fm
Best Investment Portfolios — 150+ Portfolios Better Than Yours
Feb 24 2025
A good investment portfolio is diversified, low-cost, passively managed, and consistent with your risk tolerance. Which one is best for you? The post Best Investment Portfolios — 150+ Portfolios...
whitecoatinvestor.com
Performance Update, January 2025: Big Market Farts
Feb 13 2025
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 90/10 Warren Buffett Portfolio?
Feb 12 2025
Does Warren Buffett really think you should have a 90/10 asset allocation? Let's dive into what the multi-billionaire really believes. The post The 90/10 Warren Buffett Portfolio? appeared first on Th...
whitecoatinvestor.com
Don’t Abandon Your Diversification
Feb 11 2025
Just because large value stocks have performed well lately doesn't mean you should stop diversifying your portfolio. Here's why not. The post Don’t Abandon Your Diversification appeared first on...
whitecoatinvestor.com
Staying the Course Despite the Trump Tariffs
Feb 04 2025
What do the Trump Administration tariffs mean for your investment portfolio? And what steps should you take to protect your money? The post Staying the Course Despite the Trump Tariffs appeared first ...
whitecoatinvestor.com
Fighting FOMO in Your Portfolio, Ep #233
Feb 04 2025
Investing can often feel like riding a rollercoaster of exciting highs and daunting lows. This week, we’re digging into the intricacies of the financial planning process, focusing particularly o...
financialsymmetry.libsyn.com
Comparing Portfolio Withdrawal Strategies in Retirement
Feb 03 2025
There are hundreds of methods for how to spend from a retirement portfolio. Let's go over a few of them to see what might work best for you. The post Comparing Portfolio Withdrawal Strategies in Retir...
whitecoatinvestor.com
How Our Portfolio Performed in 2024 (Including Real Estate!)
Jan 31 2025
While our portfolio didn't do quite as well as the S&P 500, we still had a solid year. But what about all of our real estate holdings? The post How Our Portfolio Performed in 2024 (Including Real ...
whitecoatinvestor.com
Deleveraging Your Life
Jan 25 2025
Do you even realize how leveraged your life is? If your debts are higher than your portfolio, you ought to consider paying them down. The post Deleveraging Your Life appeared first on The White Coat I...
whitecoatinvestor.com
DIY Retirement Portfolio Rebalancing: When, How, Tools
Jan 24 2025
Thanks to everyone who responded to the recent book giveaway. Your encouragement and kind words were uplifting. The responses gave me lots of topics to focus on in 2025. I received 104 responses. Cong...
retirebeforedad.com
Diversifying my portfolio in retirement
Jan 21 2025
As a retiring lifetime investor in ETFs and mutual funds, I want to add some stability to my portfolio. For me, that means adding bonds (probably to get to a 70/30 ratio). The learning curve is steep ...
reddit.com
What If Stocks Only Rise 3%?
Jan 17 2025
On January 1st we conducted our Annual Financial Review for our retirement portfolio. I’m smiling. Since I retired in June 2018, the S&P 500 has had a nominal annualized return […] Th...
theretirementmanifesto.com
Crypto Portfolio Management: Strategies, Tools, and Best Practices for 2025
Jan 17 2025
Crypto Portfolio Management: Strategies, Tools, and Best Practices for 2025...
thinksaveretire.com
Our 2024 Portfolio
Jan 14 2025
Well, 2024 is over, and now we can look back on our investments and see how they did for the year. It was a year of extremes in the news. Wars raged on in Ukraine and the Middle East, multiple natural...
millennial-revolution.com
Should You Add an Annuity to Your Retirement Portfolio in 2025?
Jan 11 2025
In need of some guaranteed income? An annuity may be the answer if you check off any of these boxes....
kiplinger.com
477: 10 Steps to Prepare Your Finances for Retirement
Jan 10 2025
How should you modify your portfolio for retirement? It doesn’t take a one-size-fits-all approach, but let’s begin with the basics. In this episode, we discuss: How your emergency fund mig...
retirewithpurpose.com
Who Should Be the Trustee of My Real Estate Portfolio?
Dec 31 2024
Make sure your family’s property assets are stewarded from one generation to the next...
kiplinger.com
Bernstein: "If you've won the game, it's okay to stop playing."
Dec 25 2024
Is anyone familiar with this idea by William Bernstein ? He says to set up a part of your portfolio to cover necessary expenses in retirement and then invest the rest. Include all safe payouts like So...
reddit.com
Cheap, Fun, And Practical Buys With Your Stock Market Returns
Dec 18 2024
With another strong year in the stock market, it’s time for investors to celebrate! While marveling at the growth of your portfolio is satisfying, a more rewarding way to celebrate is to actuall...
financialsamurai.com
Building a Diversified Portfolio in Today's Market
Dec 14 2024
In today's ever-changing economic landscape, building a diversified investment portfolio is more critical than ever. Diversification, the strategy of spreading your investments across different asset ...
thinksaveretire.com
10 Steps To Prepare Your Finances For Retirement
Dec 12 2024
After years of saving during your working years, what changes should you make to prepare your finances for retirement? When your paycheck stops, you’ll depend on your portfolio to fund […...
theretirementmanifesto.com
My Investment Rebalancing Process
Dec 12 2024
One reason to hold different asset classes is that they are not perfectly correlated. Over time, if you don’t rebalance your portfolio, your asset allocation will naturally drift away from your ...
faangfire.com
Here's What Your Retirement Strategy Should Look Like with an $8M Portfolio
Dec 12 2024
Here’s the thing: retirement isn’t just about hitting a magic number—it’s about understanding what you actually want out of your life once work is no longer in the picture. In ...
buzzsprout.com
Building a Diversified Portfolio in Today's Market
Dec 07 2024
In today's ever-changing economic landscape, building a diversified investment portfolio is more critical than ever. Diversification, the strategy of spreading your investments across different asset ...
thinksaveretire.com
Performance Update: Irrational Exuberance?
Dec 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
Should We Change Our Portfolio Now that Trump Is President?
Dec 06 2024
I try to avoid talking about politics on this blog, because a) There is no shortage of people discussing politics on the Internet and b) It keeps attracting crypto bros to the comments section, and no...
millennial-revolution.com
How Much of Your Retirement Portfolio Should Be Gold and Precious Metals?
Dec 05 2024
Gold's role in diversifying portfolios extends beyond inflation protection, offering an alternative to stocks and bonds in volatile markets....
money.usnews.com
Should I Continue to Own Bond Funds?
Dec 04 2024
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 ...
share.transistor.fm
Should We Change Our Portfolio Now that Trump Is President?
Dec 02 2024
I try to avoid talking about politics on this blog, because a) There is no shortage of people discussing politics on the Internet and b) It keeps attracting crypto bros to the comments section, and no...
millennial-revolution.com
This is the Biggest Way People Waste Money in Retirement
Nov 30 2024
Meet Sarah—a retiree with a multi-million-dollar portfolio, no mortgage, and all her income needs covered by Social Security. Yet, she hesitates to furnish her newly expanded home, fearing it wo...
buzzsprout.com
Two withdrawal strategies: Fixed-Dollar plus Inflation and Fixed % of Portfolio
Nov 24 2024
Hi all. I’ve been reading about different withdrawal strategies when making the leap to retirement. It seems there is the “4% Rule,” which suggests withdrawing 4% in year one and adj...
reddit.com
TurboTenant Review: Simplify how you manage your rentals
Nov 20 2024
Investing in rental properties is a great way to diversify your portfolio and build wealth over time. However, rental property ... Read more...
physicianonfire.com
How Soon Before Retirement Should You Adjust Your Portfolio?
Nov 20 2024
In today’s episode of Ready for Retirement episode James covers when to adjust your portfolio as retirement nears—a crucial step for balancing growth and security. If adjustments happen to...
buzzsprout.com
How Preferred Stocks Can Boost Your Retirement Portfolio
Nov 19 2024
Higher yields, priority on dividend payments and the potential for capital appreciation are just three reasons to consider investing in preferred stocks....
kiplinger.com
How to Get Fossil Fuels Out of Your Investment Portfolio
Nov 19 2024
It’s not that hard, and there’s a bonus: Portfolios without fossil fuels have generally performed just as well as the broader market....
nytimes.com
When Your Portfolio Makes More Money Than You
Nov 14 2024
I was twelve, maybe thirteen years old. Our elderly neighbors could no longer keep up with the flower gardens and ... Read more...
physicianonfire.com
Micromanaging Your Portfolio: A Cautionary Tale
Nov 05 2024
In a recent post I shared how my net worth has held up against five years of retirement funded entirely by portfolio withdrawals. The good news was that my liquid net worth had increased since I retir...
caniretireyet.com
Think You’re Retirement Ready? Check Your Social Portfolio First
Nov 04 2024
Our work lives provide more than income or, for some, even a sense of purpose; work is also a significant part of how we maintain our social and emotional well-being....
forbes.com
Performance Update: September 2024, All-Time High!
Oct 28 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
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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.