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Investing - Theory, News & General • Viewing your portfolio vs viewing them as separate components

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One difference I have notice compare to some people is that I have a tendency to view the portfolio as a whole rather than as individual components. I have attempted to research each components on their own but in the end it's mostly to see if they would fit better in the portfolio that what I have and I rarely actually make changes in my retirement portfolio. When I look at my portfolio, I do look at the return of the entire portfolio, but I don't really care too much about the return of the individual asset pieces. This is becasue they are all index fund and their return is because of the market. When I invested in actively managed fund in the 90's, I had religiously track each fund comparing them to their peers to make sure I was in the right fund. This is a lot less work.

Do you think that is the right approach though? In the end, it's the total return that matters or is this a naive way of looking at things?
Yes in general one goal,one portfolio

https://www.kevinoninvesting.com/2012/0 ... o.html?m=1

This is because the decision to hold an investment in one account should not be made in isolation; it should be based on all investments related to a particular goal;
I've always believed that you should consider your whole portfolio as one thing. But as I'm getting closer to retirement I'm slowly transitioning to three portfolios. One portfolio for a Social Security bridge,a second for a SPIA and a third for my long term portfolio

Statistics: Posted by Johm221122 — Tue Mar 26, 2024 1:22 pm — Replies 13 — Views 757



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