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Personal Investments • Re: For those retired, what's your plan for non-stock part of your portfolio when interest rates start dropping?

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My overall portfolio is 80/20. The fixed income (20%) is subdivided into 5 year treasury ladder 60%, VTEB 10%, VTES 5%, SCTXX 25%. As the treasuries mature, I will reinvest into VTEB and VTES at a 2 to 1 ratio. My treasury ladder averages a little under 5% for the total 5 year term.

Statistics: Posted by Mayacallie — Tue Sep 03, 2024 10:19 pm



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