Portfolio
Showing 7 results of 157
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.