Portfolio
Showing 25 results of 75
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
Meme Stock Shock (Money Update)
Feb 20 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
Ray Dalio All Weather Portfolio [The Definitive Guide]
Feb 19 2023
Imagine a portfolio that you can own for life. A portfolio that does well during inflation and during deflation. A portfolio that works in economic growth and economic stagnation. A portfolio for the ...
ofdollarsanddata.com
FIRE Crossroads 036: FI at 45 With a One-Fund Portfolio
Feb 15 2023
Today’s interviewee is a young 45, has a single fund in his portfolio, and has an extremely low withdrawal rate ... Read more...
physicianonfire.com
Managing a Concentrated Stock Position: Too Much of a Good Thing
Feb 14 2023
It can be a great problem to have, except for the tax implications. Here are some common ways to keep tax liability in check....
kiplinger.com
For More Certainty in Your Retirement Portfolio, Consider Annuities
Feb 07 2023
Higher interest rates made annuities more attractive in 2022. Better quality products are increasingly available, but consumers still need to read the fine print....
nytimes.com
Inherited portfolio value is down. What are consequences of 72 year old widow selling now?
Feb 06 2023
My friend inherited her deceased spouses stock portfolio 3 years ago. She told me the stocks were valued around $200k at that time but are worth about $140k now. She is considering selling and putting...
reddit.com
For those who have retired on dividends and collect SS, what is the role of bonds in your portfolio?
Feb 04 2023
So, I'm obviously asking so that you can look at what I'm doing and see if it makes sense. My current "plan" is to retire on dividends in about a dozen or so years at age 70. Me and my wife will colle...
reddit.com
Retirement Portfolio Income Strategies - Leisure Freak
Feb 01 2023
Everyone would love to live off of their portfolio yields. However in today’s low yield environment other Retirement Portfolio Income Strategies are nec.....
leisurefreak.com
Five Ways to Diversify Your Portfolio During a Recession
Jan 31 2023
Investing successfully during a recession is tough. However, you can protect and grow your portfolio with various diversification strategies....
kiplinger.com
Donât Lose Faith in the 60/40 Portfolio
Jan 25 2023
Inflation holds the key, but over time, the approach still looks sound....
morningstar.com
This simple, no-sweat portfolio makes money in all markets
Jan 19 2023
This collection of 8 investments spans multiple asset classes and performed well in all environments over the past 50 years....
marketwatch.com
The PoF Portfolio in 2023
Jan 17 2023
Would you believe it’s been over two years since I last updated the PoF Portfolio? Me neither, but it’s the ... Read more...
physicianonfire.com
Reader Case: How do I Squeeze More Income From my Portfolio?
Jan 16 2023
When most people think about early retirement, they picture themselves flipping off their boss at work, strolling out the door, and retiring to a life of full-time leisure or travel, and there’s...
millennial-revolution.com
My Investment Portfolio: 2023
Jan 09 2023
This time last year I wrote, “Markets are unpredictable. Sometimes the surprises are good ones. But we’ve had a lot of those the last few years, so be prepared for some inevitable bad surp...
caniretireyet.com
This ‘Crazy’ Retirement Portfolio Has Just Beaten Wall Street for 50 Years
Jan 06 2023
This strategy beats the market with less risk, fewer upsets, and no "lost" decades....
barrons.com
Our 2022 Portfolio
Jan 03 2023
Happy 2023, everyone! While I have no idea what 2023 will bring, it would be pretty hard for it to match last year’s casserole of crazy. Inflation, war, spiking gas prices, and the fastest inter...
millennial-revolution.com
How Risky Should Your Retirement Portfolio Be?
Dec 22 2022
When interest rates were above 6% a little over 20 years ago many retirees put most of the retirement savings into treasury bonds and lived off of that income. They weren’t worried about the ups and...
mywealthtrace.com
How the 60/40 Portfolio Makes A Comeback
Oct 25 2022
It's been a rough year for the 60/40 portfolio. As Charlie Bilello tweeted a few weeks ago, the 60% U.S. stock/40% U.S. bond portfolio is down over 20% year-to-date, its worst year since 1931: Part of...
ofdollarsanddata.com
Is Your Retirement Portfolio a Tax Bomb?
Oct 11 2022
A warning to high earners and super savers: That massive 401(k) or traditional IRA that you worked so hard to build may become a big problem in retirement, resulting in huge tax bills and Medicare sur...
kiplinger.com
How To Aim For A Million Dollar Portfolio And Retire At 62
Oct 01 2022
Saving early and regularly, investing wisely, and budgeting your expenses (keeping them less than your income) are some essential elements of successful retirement planning....
seekingalpha.com
Think Outside the Portfolio
Jun 21 2022
It's official—we've entered a bear market. With the brutal selloff last week, the S&P 500 is now 23% off its highs.But what makes this bear market particularly difficult is that many other asset...
ofdollarsanddata.com
Computing Your Overall Investment Return
Jan 09 2013
I just completed an annual ritual that involves calculating one of my favorite metrics, other than monthly expenses and net worth, and that is overall portfolio return....
caniretireyet.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.