The amount of analysis that it took to put this portfolio together is impressive. Did you do this on your own, or was there a relationship with an advisor?
The allocation(s) are complex and far from ideal from a Bogleheads perspective. Cost basis would help, but I’ve got a feeling it’s a high percentage of assets?
The allocation(s) are complex and far from ideal from a Bogleheads perspective. Cost basis would help, but I’ve got a feeling it’s a high percentage of assets?
Statistics: Posted by Mayacallie — Mon Oct 21, 2024 12:06 am