Portfolio

How Will the 2024 Election Impact Your Retirement?

May 08 2024

Investors should expect volatility but also try not to overreact to news. To prepare, focus now on tax minimization, protecting your portfolio and more....

kiplinger.com

Taxes

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

Crypto

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

Strategy

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

Planning

Debt

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

Bonds

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

Retired

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

Advisors

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

Estate

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

Strategy

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

Roth

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

Bonds

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

Taxes

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

Ira

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

How Much

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

Dividends

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

Lifestyle

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