Search found 5 matches

by gsr5000
Sat May 20, 2017 4:29 pm
Forum: Investing - Help with Personal Investments
Topic: Help with my portfolio
Replies: 9
Views: 951

Re: Help with my portfolio

Thanks again for taking the time and sharing your recommendations.
by gsr5000
Thu May 18, 2017 7:05 am
Forum: Investing - Help with Personal Investments
Topic: Help with my portfolio
Replies: 9
Views: 951

Re: Help with my portfolio

Thank you! I will review these recommendations and rebalance accordingly. I really appreciate any additional thoughts on short-term investing choices for the cash that I may need in 4-5 years.
by gsr5000
Tue May 16, 2017 9:04 pm
Forum: Investing - Help with Personal Investments
Topic: Help with my portfolio
Replies: 9
Views: 951

Re: Help with my portfolio

Thanks again for sharing your thoughts. Let me know if you have any suggestions to get to 80/20 mix, especially on the bonds end. You suggest I readjust my 401k or another account to have more in the funds that are bonds or any other bond recommendations? Also, I am hoping to invest the cash in our ...
by gsr5000
Sun May 14, 2017 8:53 pm
Forum: Investing - Help with Personal Investments
Topic: Help with my portfolio
Replies: 9
Views: 951

Re: Help with my portfolio

Nedsaid, Thank you very much for your kind words, encouragement, and your feedback. I will check out the Investment Policy worksheet and build a strategy soon. I use Personal Capital free dashboard option. Based on it, my mix is US Stocks (64%), International Stocks (22%), US Bonds (2%), Internation...
by gsr5000
Sun May 14, 2017 2:26 pm
Forum: Investing - Help with Personal Investments
Topic: Help with my portfolio
Replies: 9
Views: 951

Help with my portfolio

Hello All , We are a family of four (43, 43, 15, 12) with 65 years being the projected retirement year for my wife and myself (Fed – 16%; state – 6.5% tax on gross income. No debt). Could you please review my current portfolio and recommend any changes? We are looking to maximize our assets and min...

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