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Personal Investments • Set & Forget Portfolio

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That allocation seems fine taken in isolation, but you’d need to share your complete portfolio to get more appropriate feedback. It’s an endless debate about how much international equity to hold, but your allocation is pretty middle-of-the-road.

Rather than hold a specified % in cash, I’d hold a specified amount based on your needs. In other words, the amount of cash you need doesn’t increase or decrease depending on the size of your portfolio.

Statistics: Posted by Doctor Rhythm — Tue Apr 09, 2024 4:41 pm — Replies 13 — Views 649



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