Search found 4 matches

by Bogleman2
Wed Mar 13, 2019 5:27 pm
Forum: Personal Investments
Topic: Long Time Lurker - Portfolio Analysis
Replies: 10
Views: 1264

Re: Long Time Lurker - Portfolio Analysis

Will your 30 year house loan be paid in full before age 60? Do you plan to retire in a 1.6+ million house? Do you have any kids that may want to go to college? Do you have a pension? Off the cuff I say no. Your lifestyle is a bit rich with a savings of 2.2M and an income of 450k. Thank you for the ...
by Bogleman2
Wed Mar 13, 2019 1:44 pm
Forum: Personal Investments
Topic: Long Time Lurker - Portfolio Analysis
Replies: 10
Views: 1264

Re: Long Time Lurker - Portfolio Analysis

Regarding the funds you are using, along with Total Stock Market, I se extended mkt/mid/small funds - do you have a specific tilt you are trying to achieve? What is your reasoning? I like the extended market / mid-cap / small-cap tilt to my find selections. More risk, but more reward over the long ...
by Bogleman2
Wed Mar 13, 2019 1:00 pm
Forum: Personal Investments
Topic: Long Time Lurker - Portfolio Analysis
Replies: 10
Views: 1264

Re: Long Time Lurker - Portfolio Analysis

Will your 30 year house loan be paid in full before age 60? Do you plan to retire in a 1.6+ million house? Do you have any kids that may want to go to college? Do you have a pension? Off the cuff I say no. Your lifestyle is a bit rich with a savings of 2.2M and an income of 450k. Thank you for the ...
by Bogleman2
Tue Mar 12, 2019 9:48 pm
Forum: Personal Investments
Topic: Long Time Lurker - Portfolio Analysis
Replies: 10
Views: 1264

Long Time Lurker - Portfolio Analysis

Long time, first time. Looking for some opinions about my portfolio. I don't use a financial advisor, so I've been winging it solo for a long time. Emergency funds: More than 12 months of expenses Debt: 30 year fixed rate mortgage $725,000 at 3.25% (House value $1.6M) Tax Filing Status: Married Fili...