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Personal Investments • Re: Plan for investing in 3 *future* buckets?

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After much reading and thinking, I have decided to use the following strategy for the three main buckets I can invest in. The first two I'm happy with but the last one I'm open to suggestions.


c) Taxable $150K a year. Here I need some help. Any suggestions? I'm reluctant to do broad based index funds like SP500, Russell 2000, 1000 etc as they are very over-priced now and I already have significant exposure to them over the last 25 year years.
It's often said 'the biggest enemy of a decent plan is the chasing after a perfect plan'.

If me, I'd just do the broad based index funds with a decent AA and call it 'good enough'.

Statistics: Posted by RetiredAL — Mon May 06, 2024 12:04 pm



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