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Personal Investments • Re: Large taxable portfolio review

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Relatively small potatoes but you no longer contribute to your HSA?
1. I based the glide to 60/40 stock/bond split on Vanguard target date fund splits close to retirement. But our portfolio is large enough that we can ride out significant drops. Is 40% bonds too conservative?
This depends on your psychological appetite for volatility and your financial goals.

For your ages, this allocation is a bit on the conservative side compared to others; however, you have a large portfolio and a large income.

If you plan to retire soon and have relatively large expenses, then perhaps you'd want more equity.

If history repeats itself, your portfolio will be significantly smaller with this allocation.

If you increase your equity allocation and then sell in a panic when the stock market tanks by 50... 75%... then your portfolio will have taken a serious hit.

In your shoes, I would be much more worried about your exposure to your company's stock.
Should I keep going for 40% international?
Nobody knows the answer. Whatever you do, do it with conviction so that you can stay the course... for decades.

This Rational Reminder podcast may help: https://www.youtube.com/watch?v=cZtfSoOKC3U&t=328s

Statistics: Posted by dogagility — Fri Jun 07, 2024 5:26 am



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