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Personal Investments • For those of you in early retirement, what is your Asset Allocation and withdrawal rate?

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AA is 85/15. All equity is in US equities - mostly S&P500, VTI, VIG, SCHD, and QQQ. Some very long held individual stocks (ex.- KO, MSFT, AAPL, JNJ, PEP, BRK-B, etc.). No Int’l equities. Bond portion in BND and VCSH, small T-Bill ladder, small allocation to High Yield Senior Bank Loan ETFs. Withdrawal rate - zero.
What does a zero withdrawal rate mean? You're not spending any money in early retirement?

Statistics: Posted by CletusCaddy — Sun Apr 14, 2024 5:21 pm — Replies 116 — Views 19228



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